Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History
Legacy Financial Group, Inc.
- $294 Billion
- Q3 2024
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 526,572 shares of DFAX stock, worth $13.4 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
526,572
Previous 455,929
15.49%
Holding current value
$13.4 Million
Previous $11.6 Billion
17.08%
% of portfolio
4.61%
Previous 4.39%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio