Legacy Financial Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Legacy Financial Group, Inc.

$294 Billion
Q3 2024

A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 99,711 shares of DFNM stock, worth $4.77 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

99,711

Previous 97,457 2.31%

Holding current value

$4.77 Million

Previous $4.66 Billion 2.66%

% of portfolio

1.62%

Previous 1.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$47.7 - $48.54 $107,515 - $109,409	2,254 Added 2.31%	99,711 $4.78 Billion
Q2 2024 Aug 12, 2024	SELL	$47.4 - $48.0 $25,122 - $25,440	-530 Reduced 0.54%	97,457 $4.66 Billion
Q1 2024 May 13, 2024	BUY	$48.08 - $48.49 $19,424 - $19,589	404 Added 0.41%	97,987 $4.71 Billion
Q4 2023 Feb 13, 2024	SELL	$46.17 - $48.51 $1.01 Million - $1.06 Million	-21,852 Reduced 18.3%	97,583 $4.73 Billion
Q3 2023 Nov 13, 2023	BUY	$46.44 - $47.81 $84,799 - $87,301	1,826 Added 1.55%	119,435 $5.55 Billion
Q2 2023 Aug 07, 2023	SELL	$47.15 - $48.62 $230,139 - $237,314	-4,881 Reduced 3.98%	117,609 $5.6 Billion
Q1 2023 May 12, 2023	SELL	$47.4 - $48.69 $1.52 Million - $1.56 Million	-31,964 Reduced 20.69%	122,490 $5.92 Billion
Q4 2022 Feb 15, 2023	BUY	$46.51 - $48.03 $7.18 Million - $7.42 Million	154,454 New	154,454 $7.38 Billion

Others Institutions Holding DFNM

# of Institutions

202

Shares Held

22.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Legacy Financial Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History