Legacy Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Advisors, Inc.
- $505 Million
- Q2 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 32,489 shares of DISV stock, worth $912,940. This represents 0.17% of its overall portfolio holdings.
Number of Shares
32,489Holding current value
$912,940% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
263Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$236 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$36.7 Million1.17% of portfolio