Legacy Financial Group, Inc. Purchases in Q3 2024

Legacy Financial Group, Inc.

  • $294 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
28.2K
+ 13.03%
$86.27 - $95.15 $2.44M - $2.69M
245K $23.2B
DFAX
Dimensional ETF Tr
70.6K
+ 15.49%
$24.29 - $27.25 $1.72M - $1.93M
527K $13.6B
VUG
Vanguard Growth ETF

ETFs
3.3K
+ 4.47%
$341.08 - $391.94 $1.13M - $1.29M
77.1K $29.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
24K
+ 16.03%
$56.04 - $62.2 $1.34M - $1.49M
174K $10.7B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
39.6K
+ 19.06%
$41.34 - $43.55 $1.64M - $1.72M
247K $10.4B
DUHP
Dimensional ETF Tr Dimensional

ETFs
28.1K
+ 7.82%
$30.74 - $34.07 $864K - $958K
387K $13B
BNDX
Vanguard Total International B

ETFs
25.1K
+ 19.09%
$48.42 - $50.35 $1.22M - $1.27M
157K $7.81B
DFSD
Dimensional ETF Tr Short Durat

ETFs
22.2K
+ 6.65%
$47.0 - $47.84 $1.04M - $1.06M
356K $16.8B
OKE
Oneok Inc

Energy
3.84K
+ 8.92%
$78.62 - $95.27 $302K - $366K
46.9K $4.55B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
361
+ 0.08%
$38.51 - $41.69 $13.9K - $15.1K
440K $18.2B
AAPL
Apple Inc.

Technology
1.4K
+ 4.06%
$207.23 - $234.82 $290K - $329K
35.9K $8.11B
DFAU
Dimensional ETF Tr

ETFs
4.26K
+ 1.49%
$35.8 - $39.69 $153K - $169K
290K $11.4B
NVDA
Nvidia Corp

Technology
3.55K
+ 23.06%
$98.91 - $134.91 $351K - $479K
18.9K $2.51B
VNQ
Vanguard Specialized Funds Van

ETFs
1.38K
+ 3.11%
$82.97 - $98.97 $115K - $137K
45.9K $4.32B
AVLV
American Centy ETF Tr Avantis
8.09K
+ 52.83%
$60.05 - $65.83 $486K - $532K
23.4K $1.54B
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.47K
+ 4.11%
$21.91 - $26.03 $142K - $168K
164K $4.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
940
+ 116.77%
$517.38 - $573.86 $486K - $539K
1.75K $992M
DFAI
Dimensional ETF Tr

ETFs
7.37K
+ 1.31%
$28.69 - $32.06 $211K - $236K
571K $17.2B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.56K
+ 16.77%
$59.25 - $65.33 $329K - $363K
38.7K $2.47B
LLY
Eli Lilly & CO

Healthcare
480
New
$772.14 - $960.02 $371K - $461K
480 $399M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.7K
+ 17.59%
$25.21 - $28.46 $320K - $362K
85K $2.31B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
197
+ 3.27%
$405.19 - $478.57 $79.8K - $94.3K
6.23K $2.81B
V
Visa Inc.

Financial Services
1.07K
New
$253.74 - $291.56 $270K - $311K
1.07K $309M
XLE
Energy Sector Spdr

ETFs
3.41K
New
$84.35 - $93.39 $288K - $318K
3.41K $302M
WMT
Walmart Inc.

Consumer Defensive
2.07K
+ 24.14%
$66.91 - $81.4 $139K - $169K
10.6K $873M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.64K
+ 8.31%
$28.25 - $31.7 $159K - $179K
73.5K $2.23B
AMZN
Amazon Com Inc

Consumer Cyclical
1.58K
+ 33.97%
$161.02 - $200.0 $254K - $315K
6.21K $1.16B
GOOGL
Alphabet Inc.

Communication Services
1.72K
+ 48.46%
$148.65 - $191.18 $255K - $328K
5.26K $900M
SYK
Stryker Corp

Healthcare
704
New
$315.94 - $371.96 $222K - $262K
704 $251M
MCD
Mcdonalds Corp

Consumer Cyclical
800
New
$245.82 - $304.51 $197K - $244K
800 $234M
AMD
Advanced Micro Devices Inc

Technology
1.56K
New
$128.67 - $183.96 $200K - $286K
1.56K $224M
COST
Costco Wholesale Corp

Consumer Defensive
251
New
$801.83 - $917.05 $201K - $230K
251 $219M
AXP
American Express CO

Financial Services
807
New
$225.92 - $271.17 $182K - $219K
807 $218M
PJT
Pjt Partners Inc.

Financial Services
1.54K
New
$108.91 - $136.42 $167K - $210K
1.54K $213M
PM
Philip Morris International Inc.

Consumer Defensive
886
+ 33.38%
$101.25 - $127.45 $89.7K - $113K
3.54K $470M
MO
Altria Group, Inc.

Consumer Defensive
3.68K
New
$45.95 - $54.71 $169K - $201K
3.68K $201M
JPM
Jpmorgan Chase & CO

Financial Services
673
+ 43.2%
$194.9 - $224.8 $131K - $151K
2.23K $495M
MSFT
Microsoft Corp

Technology
929
+ 17.08%
$395.15 - $467.56 $367K - $434K
6.37K $2.59B
META
Meta Platforms, Inc.

Communication Services
177
+ 25.47%
$453.41 - $572.44 $80.3K - $101K
872 $495M
XOM
Exxon Mobil Corp

Energy
1.13K
+ 34.93%
$109.72 - $119.0 $124K - $134K
4.35K $508M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.25K
+ 2.31%
$47.7 - $48.54 $108K - $109K
99.7K $4.78B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
183
+ 45.41%
$475.2 - $527.7 $87K - $96.6K
586 $306M
UNH
Unitedhealth Group Inc

Healthcare
128
+ 28.44%
$488.01 - $604.18 $62.5K - $77.3K
578 $326M
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.01K
+ 9.04%
$25.36 - $28.37 $76.3K - $85.4K
36.3K $971M
PG
Procter & Gamble CO

Consumer Defensive
531
+ 39.13%
$160.76 - $177.82 $85.4K - $94.4K
1.89K $312M
SCHX
Schwab Strategic Tr Us Large C

ETFs
180K
+ 190.06%
$61.11 - $67.85 $11M - $12.2M
275K $6.18B
CVX
Chevron Corp

Energy
657
+ 26.22%
$137.88 - $161.97 $90.6K - $106K
3.16K $471M
OGE
Oge Energy Corp.

Utilities
37
+ 0.24%
$35.12 - $41.18 $1.3K - $1.52K
15.5K $619M
Dimensional ETF Trust
1.21K
+ 18.08%
N/A
7.92K $401M
Activity Summary
Buys All Purchases 59 New Holdings 10 Increased Positions 49 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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