Legacy Financial Group, Inc. DIMENSIONAL ETF TRUST Transaction History

Legacy Financial Group, Inc.

  • $338 Billion
  • Q2 2025
Number of Shares
4,653
Previous 6,118 23.95%
Holding current value
$236 Million
Previous $310 Million 23.92%
% of portfolio
0.07%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-1,465 Reduced 23.95%
4,653 $236 Million
Q1 2025

May 01, 2025
SELL
N/A
-570 Reduced 8.52%
6,118 $310 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-1,229 Reduced 15.52%
6,688 $338 Million
Q3 2024

Nov 13, 2024
BUY
N/A
1,212 Added 18.08%
7,917 $401 Million
Q2 2024

Aug 12, 2024
BUY
N/A
2,581 Added 62.58%
6,705 $340 Million
Q1 2024

May 13, 2024
SELL
N/A
-459 Reduced 10.02%
4,124 $209 Million
Q4 2023

Feb 13, 2024
BUY
N/A
4,583 New
4,583 $231 Million
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