Legacy Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Legacy Financial Group, Inc.
- $264 Billion
- Q2 2024
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 605,488 shares of DFAC stock, worth $20.6 Million. This represents 7.39% of its overall portfolio holdings.
Number of Shares
605,488
Previous 611,287
0.95%
Holding current value
$20.6 Million
Previous $19.5 Billion
0.05%
% of portfolio
7.39%
Previous 7.69%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio