Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History

Legacy Financial Group, Inc.

$365 Billion
Q3 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 571,798 shares of DFAI stock, worth $21.2 Million. This represents 5.7% of its overall portfolio holdings.

Number of Shares

571,798

Previous 572,434 0.11%

Holding current value

$21.2 Million

Previous $19.8 Billion 5.03%

% of portfolio

5.7%

Previous 5.85%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$34.05 - $36.55 $21,655 - $23,245	-636 Reduced 0.11%	571,798 $20.8 Billion
Q2 2025 Aug 12, 2025	SELL	$28.02 - $34.71 $245,511 - $304,129	-8,762 Reduced 1.51%	572,434 $19.8 Billion
Q1 2025 May 01, 2025	BUY	$28.88 - $32.4 $64,806 - $72,705	2,244 Added 0.39%	581,196 $18.2 Billion
Q4 2024 Feb 14, 2025	BUY	$29.0 - $31.6 $221,154 - $240,981	7,626 Added 1.33%	578,952 $16.9 Billion
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

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History