Legacy Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Advisors, Inc.
- $527 Million
- Q2 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 4,724 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,724
Previous 4,274
10.53%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFSB
# of Institutions
100Shares Held
7.52MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.1MShares$016.79% of portfolio
-
Maseco LLP London,1.46MShares$02.9% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA487KShares$00.0% of portfolio
-
Passive Capital Management, Llc. Baltimore, MD376KShares$03.98% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio