Number of Shares
227,250.00
Current Holdings Value*
$9.60 Mil
% of Portfolio
3.27%
Total Estimate Gain
$-16,604.33
% of Total Estimate Gain
-0.17%

XY Planning Network, Inc.'s Dimensional Core Fixed Income ETF Holding Summary

As of 2025-06-30, XY Planning Network, Inc. held 227,250.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $9.60 Mil. This investment constitutes 3.27% of their stock portfolio, and XY Planning Network, Inc. now holds 0.13% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2024Q4. And since then XY Planning Network, Inc. has made 2 purchases of DFCF, at an average price of $42.05, for a total of 227,250.00 shares. Based on historical transaction data and DFCF's current price of $41.98, XY Planning Network, Inc.'s estimated gain on his DFCF holdings is $-16,604.33, reflecting a -0.17% gain to date.

XY Planning Network, Inc. DFCF ($41.98) Holding Chart

XY Planning Network, Inc. DFCF ($41.98) 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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