Legacy Financial Group, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 160,770 shares of DFAT stock, worth $8.49 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
160,770
Previous 162,868
1.29%
Holding current value
$8.49 Million
Previous $9.07 Billion
8.68%
% of portfolio
2.66%
Previous 2.92%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$736 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$657 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$469 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$333 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$267 Million1.97% of portfolio