Legacy Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Legacy Financial Group, Inc.
- $294 Billion
- Q3 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 598,355 shares of DFAC stock, worth $21.5 Million. This represents 6.92% of its overall portfolio holdings.
Number of Shares
598,355
Previous 605,488
1.18%
Holding current value
$21.5 Million
Previous $19.5 Billion
4.25%
% of portfolio
6.92%
Previous 7.39%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio