Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $294 Billion
- Q3 2024
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 164,029 shares of DFAR stock, worth $4.13 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
164,029
Previous 157,556
4.11%
Holding current value
$4.13 Million
Previous $3.48 Billion
16.5%
% of portfolio
1.38%
Previous 1.32%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$74.3 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$55.3 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.3 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.4 Million2.99% of portfolio