Legacy Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Legacy Financial Group, Inc.
- $312 Billion
- Q1 2025
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 579,333 shares of DFAC stock, worth $21.2 Million. This represents 6.13% of its overall portfolio holdings.
Number of Shares
579,333
Previous 588,261
1.52%
Holding current value
$21.2 Million
Previous $20.3 Billion
6.07%
% of portfolio
6.13%
Previous 6.55%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
830MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio