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 $941,068. This represents 0.2% of its overall portfolio holdings.

Number of Shares
34,945
Previous 32,489 7.56%
Holding current value
$941,068
Previous $874,000 16.13%
% of portfolio
0.2%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$26.06 - $29.18 $64,003 - $71,666
2,456 Added 7.56%
34,945 $1.02 Million
Q2 2024

Aug 13, 2024
BUY
$26.23 - $28.56 $852,186 - $927,885
32,489 New
32,489 $874,000

Others Institutions Holding DISV

# of Institutions
274
Shares Held
60.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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