Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $294 Billion
- Q3 2024
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 36,309 shares of DFIC stock, worth $962,188. This represents 0.33% of its overall portfolio holdings.
Number of Shares
36,309
Previous 33,300
9.04%
Holding current value
$962,188
Previous $875 Million
10.9%
% of portfolio
0.33%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
370Shares Held
236MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio