Legacy Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Legacy Financial Group, Inc.
- $338 Billion
- Q2 2025
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 573,587 shares of DFAC stock, worth $22.4 Million. This represents 6.08% of its overall portfolio holdings.
Number of Shares
573,587
Previous 579,333
0.99%
Holding current value
$22.4 Million
Previous $19.1 Billion
7.56%
% of portfolio
6.08%
Previous 6.13%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio