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 $11.2 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

173,525

Previous 149,546 16.03%

Holding current value

$11.2 Million

Previous $8.8 Billion 21.65%

% of portfolio

3.64%

Previous 3.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$56.04 - $62.2 $1.34 Million - $1.49 Million	23,979 Added 16.03%	173,525 $10.7 Billion
Q2 2024 Aug 12, 2024	BUY	$53.83 - $59.14 $552,080 - $606,539	10,256 Added 7.36%	149,546 $8.8 Billion
Q1 2024 May 13, 2024	BUY	$50.79 - $56.98 $760,884 - $853,617	14,981 Added 12.05%	139,290 $7.94 Billion
Q4 2023 Feb 13, 2024	BUY	$44.51 - $52.0 $521,078 - $608,764	11,707 Added 10.4%	124,309 $6.44 Billion
Q3 2023 Nov 13, 2023	BUY	$46.29 - $49.87 $304,495 - $328,044	6,578 Added 6.2%	112,602 $5.24 Billion
Q2 2023 Aug 07, 2023	BUY	$43.77 - $48.16 $147,636 - $162,443	3,373 Added 3.29%	106,024 $5.11 Billion
Q1 2023 May 12, 2023	BUY	$41.24 - $45.43 $21,692 - $23,896	526 Added 0.52%	102,651 $4.56 Billion
Q4 2022 Feb 15, 2023	BUY	$38.86 - $44.32 $3.97 Million - $4.53 Million	102,125 New	102,125 $4.25 Billion

Others Institutions Holding DFUS

# of Institutions

643

Shares Held

133M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group, Inc. with notifications on news.

Account

Legacy Financial Group, Inc. Dimensional ETF Tr U S Equity Transaction History