Legacy Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Legacy Financial Group, Inc.
- $312 Billion
- Q1 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 579,333 shares of DFAC stock, worth $18.7 Million. This represents 6.13% of its overall portfolio holdings.
Number of Shares
579,333
Previous 588,261
1.52%
Holding current value
$18.7 Million
Previous $20.3 Billion
6.07%
% of portfolio
6.13%
Previous 6.55%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,082Shares Held
802MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio