SEC Form 13F

XY Planning Network, Inc. 13F Holdings

Inspect XY Planning Network, Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-16T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-16
Reported value
$797,106,891
Positions
340

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Step 1 of 3

Disclosed positions

XY Planning Network, Inc.: source evidence dated 2026-07-16T03:59:59.999Z.

Issuer
DIMENSIONAL ETF TRUST
Ticker
DFAC
Class
US COR EQU 2 ETF
Reported value
$43,291,760
Reported amount
975,919
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001754960-26-000525
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Step 3 of 3

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Disclosed positions

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DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$43,291,760975,919SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$41,114,766111,109SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$33,526,30348,815SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$25,870,167363,090SHNone
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$20,414,188547,885SHNone
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$18,202,231220,232SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$15,389,001178,651SHNone
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$15,021,507310,169SHNone
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$14,596,692345,812SHNone
PIMCO ETF TRMUNIINTER MUN BD ACT$12,328,431234,381SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$12,057,894141,044SHNone
SPDR SERIES TRUSTSPMDST STR P400MID$11,762,482174,104SHNone
VANGUARD INDEX FDSVTVVALUE ETF$11,543,88452,971SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$11,055,63714,805SHNone
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$10,952,451269,500SHNone
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$10,843,918374,316SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$10,587,124120,473SHNone
ISHARES TRIVVCORE S&P500 ETF$10,563,47114,106SHNone
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$10,341,643126,210SHNone
INVESCO EXCHANGE TRADED FD TXMHQS&P MDCP QUALITY$10,322,79591,449SHNone
DIMENSIONAL ETF TRUSTDCORUS COR EQU 1 ETF$9,782,757119,331SHNone
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$9,733,453163,066SHNone
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$9,468,260188,498SHNone
ISHARES TRSGOV0-3 MTH TREASURY$8,466,54884,102SHNone
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$8,342,40880,955SHNone
VANGUARD MALVERN FDSVCRBCORE BD ETF$7,295,40194,460SHNone
SPDR SERIES TRUSTSPTIST INTER ETF$7,154,196251,997SHNone
SPDR SERIES TRUSTSPSMST STR SP600 SML$6,727,671116,659SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$6,648,694171,402SHNone
NVIDIA CORPORATIONNVDACOM$6,130,71730,640SHNone
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$5,867,886100,823SHNone
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$5,660,05271,619SHNone
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$5,474,17456,733SHNone
APPLE INCAAPLCOM$5,385,85518,613SHNone
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$5,384,79834,309SHNone
AMERICAN CENTY ETF TRAVUSUS EQT ETF$5,299,31041,375SHNone
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$5,252,37177,229SHNone
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$4,988,528104,472SHNone
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$4,917,656212,609SHNone
ISHARES TRIVWS&P 500 GRWT ETF$4,818,30735,035SHNone
HORIZON FDSAESRANFIELD US EQTY$4,794,059231,039SHNone
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$4,499,075109,068SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$4,438,565120,482SHNone
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$4,387,30848,694SHNone
SPDR SERIES TRUSTSPYGST STR P500GRW$4,350,72136,564SHNone
ISHARES TRIUSBCORE UNIVRSL USD$4,018,78887,081SHNone
ISHARES TRIVES&P 500 VAL ETF$3,901,39417,182SHNone
ISHARES TRREETGLOBAL REIT ETF$3,696,648133,840SHNone
ANGEL OAK FUNDS TRUSTUYLDOAK ULTRASHORT$3,481,60168,260SHNone
CROWDSTRIKE HLDGS INCCRWDCL A$3,479,1554,559SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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