Xy Planning Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q3 2025
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Xy Planning Network, Inc. holds 8,941 shares of DUHP stock, worth $336,718. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,941
Previous 8,941
-0.0%
Holding current value
$336,718
Previous $318 Million
-0.0%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio