Legacy Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 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 37,191 shares of DISV stock, worth $1.2 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
37,191
Previous 33,582 10.75%
Holding current value
$1.2 Million
Previous $892,000 21.41%
% of portfolio
0.22%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$26.09 - $30.21 $94,158 - $109,027
3,609 Added 10.75%
37,191 $1.08 Million
Q4 2024

Feb 13, 2025
SELL
$26.18 - $28.77 $35,683 - $39,213
-1,363 Reduced 3.9%
33,582 $892,000
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
343
Shares Held
69.1M
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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