Legacy Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Legacy Financial Advisors, Inc.
- $515 Million
- Q3 2024
A detailed history of Legacy Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 28,530 shares of DFIV stock, worth $1.03 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
28,530
Previous 25,673
11.13%
Holding current value
$1.03 Million
Previous $922,000
17.79%
% of portfolio
0.21%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
560Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$701 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$685 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$404 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$280 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$244 Million0.04% of portfolio