Legacy Financial Group, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 167,778 shares of DFAT stock, worth $9.73 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
167,778
Previous 168,784
0.6%
Holding current value
$9.73 Million
Previous $8.75 Billion
4.85%
% of portfolio
3.12%
Previous 3.31%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
682Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$721 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$509 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$417 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$298 Million2.33% of portfolio