Legacy Financial Group, Inc. Dimensional ETF Tr U S Small C Transaction History
Legacy Financial Group, Inc.
- $311 Billion
- Q4 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 42,349 shares of DFAS stock, worth $2.53 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
42,349
Previous 38,696
9.44%
Holding current value
$2.53 Million
Previous $2.47 Billion
11.44%
% of portfolio
0.89%
Previous 0.84%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
784Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio