Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History
Legacy Financial Group, Inc.
- $312 Billion
- Q1 2025
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 581,196 shares of DFAI stock, worth $18.8 Million. This represents 5.83% of its overall portfolio holdings.
Number of Shares
581,196
Previous 578,952
0.39%
Holding current value
$18.8 Million
Previous $16.9 Billion
7.37%
% of portfolio
5.83%
Previous 5.44%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.67MShares$216 Million25.84% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio