Legacy Financial Group, Inc. Dimensional ETF Tr U S Small C Transaction History
Legacy Financial Group, Inc.
- $294 Billion
- Q3 2024
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 38,696 shares of DFAS stock, worth $2.53 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
38,696
Previous 33,138
16.77%
Holding current value
$2.53 Million
Previous $1.99 Billion
24.22%
% of portfolio
0.84%
Previous 0.75%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$732 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$457 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$435 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$321 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$178 Million1.82% of portfolio