Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History

Legacy Financial Group, Inc.

$338 Billion
Q2 2025

A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 327,699 shares of DFAU stock, worth $14.3 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares

327,699

Previous 310,926 5.39%

Holding current value

$14.3 Million

Previous $12 Billion 16.14%

% of portfolio

4.1%

Previous 3.84%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$34.04 - $42.36 $570,952 - $710,504	16,773 Added 5.39%	327,699 $13.9 Billion
Q1 2025 May 01, 2025	BUY	$37.84 - $42.29 $871,455 - $973,938	23,030 Added 8.0%	310,926 $12 Billion
Q4 2024 Feb 14, 2025	SELL	$39.27 - $42.38 $84,862 - $91,583	-2,161 Reduced 0.75%	287,896 $11.7 Billion
Q3 2024 Nov 13, 2024	BUY	$35.8 - $39.69 $152,651 - $169,238	4,264 Added 1.49%	290,057 $11.4 Billion
Q2 2024 Aug 12, 2024	BUY	$34.53 - $37.67 $95,440 - $104,119	2,764 Added 0.98%	285,793 $10.7 Billion
Q1 2024 May 13, 2024	BUY	$32.59 - $36.54 $297,905 - $334,012	9,141 Added 3.34%	283,029 $10.3 Billion
Q4 2023 Feb 13, 2024	SELL	$28.58 - $33.37 $10,946 - $12,780	-383 Reduced 0.14%	273,888 $9.11 Billion
Q3 2023 Nov 13, 2023	BUY	$29.79 - $32.13 $488,943 - $527,349	16,413 Added 6.37%	274,271 $8.21 Billion
Q2 2023 Aug 07, 2023	BUY	$28.25 - $30.99 $877,981 - $963,138	31,079 Added 13.7%	257,858 $7.99 Billion
Q1 2023 May 12, 2023	BUY	$26.87 - $29.65 $1 Million - $1.11 Million	37,400 Added 19.75%	226,779 $6.52 Billion
Q4 2022 Feb 15, 2023	BUY	$25.24 - $28.83 $4.78 Million - $5.46 Million	189,379 New	189,379 $5.12 Billion

Others Institutions Holding DFAU

# of Institutions

528

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

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About DIMENSIONAL ETF TR

Ticker DFAU
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Industry ETFs

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Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History