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 387,427 shares of DUHP stock, worth $13.2 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
387,427
Previous 359,316
7.82%
Holding current value
$13.2 Million
Previous $11.5 Billion
13.49%
% of portfolio
4.44%
Previous 4.35%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio