Legacy Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Legacy Financial Advisors, Inc.
- $498 Million
- Q1 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 7,654 shares of DFAT stock, worth $429,006. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,654
Previous 5,216
46.74%
Holding current value
$429,006
Previous $290,000
35.86%
% of portfolio
0.08%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
778Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$782 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$498 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$346 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$283 Million1.97% of portfolio