Legacy Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Advisors, Inc.
- $515 Million
- Q3 2024
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 34,945 shares of DISV stock, worth $926,391. This represents 0.2% of its overall portfolio holdings.
Number of Shares
34,945
Previous 32,489
7.56%
Holding current value
$926,391
Previous $874,000
16.13%
% of portfolio
0.2%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio