Legacy Financial Group, Inc. Dimensional ETF Tr U S Equity Transaction History
Legacy Financial Group, Inc.
- $294 Billion
- Q3 2024
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 173,525 shares of DFUS stock, worth $11 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
173,525
Previous 149,546
16.03%
Holding current value
$11 Million
Previous $8.8 Billion
21.65%
% of portfolio
3.64%
Previous 3.33%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
647Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$553 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$314 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$260 Million0.08% of portfolio