Number of Shares
456,678.00
Current Holdings Value*
$16.37 Mil
% of Portfolio
5.57%
Total Estimate Gain
$833,585.59
% of Total Estimate Gain
5.24%

XY Planning Network, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, XY Planning Network, Inc. held 456,678.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $16.37 Mil. This investment constitutes 5.57% of their stock portfolio, and XY Planning Network, Inc. now holds 0.05% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2024Q4. And since then XY Planning Network, Inc. has made 2 purchases of DFAC, at an average price of $34.83, for a total of 456,678.00 shares. Based on historical transaction data and DFAC's current price of $36.66, XY Planning Network, Inc.'s estimated gain on his DFAC holdings is $833,585.59, reflecting a 5.24% gain to date.

XY Planning Network, Inc. DFAC ($36.66) Holding Chart

XY Planning Network, Inc. DFAC ($36.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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