Legacy Financial Group, Inc. Purchases in Q2 2025

Legacy Financial Group, Inc.

  • $338 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
25.9K
+ 9.21%
$81.38 - $100.82 $2.11M - $2.62M
308K $31B
DFAX
Dimensional ETF Tr
12.7K
+ 2.08%
$23.37 - $29.39 $298K - $374K
624K $18.3B
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.76K
+ 4.23%
$53.65 - $67.02 $470K - $587K
216K $14.5B
DFAU
Dimensional ETF Tr

ETFs
16.8K
+ 5.39%
$34.04 - $42.36 $571K - $711K
328K $13.9B
DUHP
Dimensional ETF Tr Dimensional

ETFs
12K
+ 2.75%
$29.36 - $35.56 $352K - $427K
448K $15.9B
DFSD
Dimensional ETF Tr Short Durat

ETFs
20.3K
+ 5.19%
$47.09 - $48.01 $956K - $975K
412K $19.8B
Dimensional ETF Trust
25.7K
+ 12.66%
N/A
229K $7.1B
PGR
Progressive Corp

Financial Services
3.28K
New
$255.27 - $288.74 $838K - $948K
3.28K $876M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
19.3K
+ 7.0%
$41.1 - $42.37 $793K - $817K
295K $12.5B
DFIC
Dimensional ETF Tr Dimensional

ETFs
17.9K
+ 28.09%
$24.94 - $31.15 $447K - $558K
81.7K $2.54B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.03K
+ 1.12%
$36.25 - $42.28 $182K - $213K
455K $19.2B
BNDX
Vanguard Total International B

ETFs
10.8K
+ 5.67%
$48.77 - $49.55 $527K - $535K
201K $9.97B
IVV
Ishares Core S&P 500 ETF

ETFs
826
+ 64.08%
$498.8 - $620.9 $412K - $513K
2.12K $1.31B
VTI
Vanguard Total Stock Market Et

ETFs
1.65K
+ 167.52%
$243.75 - $303.93 $401K - $500K
2.63K $798M
DFAT
Dimensional ETF Tr U S Target

ETFs
306
+ 0.19%
$44.8 - $53.97 $13.7K - $16.5K
161K $8.69B
American Centy ETF Tr
7.58K
New
N/A
7.58K $410M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.73K
+ 2.7%
$23.4 - $29.68 $64K - $81.1K
104K $3.08B
VGT
Vanguard Information Technolog

ETFs
426
+ 112.11%
$470.37 - $663.28 $200K - $283K
806 $534M
AVGO
Broadcom Inc.

Technology
1.09K
New
$146.29 - $275.65 $160K - $301K
1.09K $301M
Tidal Tr Ii
12.9K
New
N/A
12.9K $285M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.2K
New
$162.65 - $188.71 $195K - $226K
1.2K $226M
INTU
Intuit Inc

Technology
276
New
$544.07 - $787.63 $150K - $217K
276 $217M
DIS
Walt Disney CO

Communication Services
1.72K
New
$81.72 - $124.01 $140K - $213K
1.72K $213M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.01K
New
$55.54 - $69.09 $167K - $208K
3.01K $208M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.34K
New
$51.16 - $62.02 $171K - $207K
3.34K $207M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.47K
New
$104.34 - $138.68 $153K - $204K
1.47K $204M
URI
United Rentals, Inc.

Industrials
268
New
$551.94 - $753.4 $148K - $202K
268 $202M
AVLV
American Centy ETF Tr Avantis
1.46K
+ 4.74%
$56.85 - $68.21 $83.1K - $99.7K
32.3K $2.21B
American Centy ETF Tr
1.15K
+ 18.45%
N/A
7.36K $523M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45
+ 8.36%
$456.74 - $568.03 $20.6K - $25.6K
583 $331M
AVUV
American Centy ETF Tr Avantis

ETFs
60
+ 0.89%
$75.17 - $91.21 $4.51K - $5.47K
6.8K $619M
ZM
Zoom Video Communications, Inc.

Technology
138
+ 5.06%
$66.7 - $84.62 $9.2K - $11.7K
2.86K $223M
PG
Procter & Gamble CO

Consumer Defensive
236
+ 15.3%
$157.66 - $172.39 $37.2K - $40.7K
1.78K $283M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.58K
+ 1.29%
$20.99 - $23.93 $54.1K - $61.7K
202K $4.74B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
335
+ 5.33%
$483.48 - $539.8 $162K - $181K
6.62K $3.22B
Activity Summary
Buys All Purchases 36 New Holdings 11 Increased Positions 25 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Financial Group, Inc. Portfolio

Follow Legacy Financial Group, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email