Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History

Legacy Financial Group, Inc.

$294 Billion
Q3 2024

A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 571,326 shares of DFAI stock, worth $17.9 Million. This represents 5.86% of its overall portfolio holdings.

Number of Shares

571,326

Previous 563,956 1.31%

Holding current value

$17.9 Million

Previous $16.7 Billion 3.01%

% of portfolio

5.86%

Previous 6.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$28.69 - $32.06 $211,445 - $236,282	7,370 Added 1.31%	571,326 $17.2 Billion
Q2 2024 Aug 12, 2024	SELL	$28.93 - $30.91 $137,938 - $147,378	-4,768 Reduced 0.84%	563,956 $16.7 Billion
Q1 2024 May 13, 2024	BUY	$27.74 - $30.27 $119,309 - $130,191	4,301 Added 0.76%	568,724 $17.2 Billion
Q4 2023 Feb 13, 2024	BUY	$24.88 - $28.69 $169,731 - $195,723	6,822 Added 1.22%	564,423 $16.2 Billion
Q3 2023 Nov 13, 2023	BUY	$26.0 - $28.17 $917,670 - $994,260	35,295 Added 6.76%	557,601 $14.6 Billion
Q2 2023 Aug 07, 2023	BUY	$26.46 - $28.05 $534,730 - $566,862	20,209 Added 4.02%	522,306 $14.3 Billion
Q1 2023 May 12, 2023	BUY	$25.21 - $27.45 $272,873 - $297,118	10,824 Added 2.2%	502,097 $13.5 Billion
Q4 2022 Feb 15, 2023	BUY	$21.47 - $25.85 $10.5 Million - $12.7 Million	491,273 New	491,273 $12.3 Billion

Others Institutions Holding DFAI

# of Institutions

594

Shares Held

228M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group, Inc. with notifications on news.

Account

Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History