Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $312 Billion
- Q1 2025
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 199,570 shares of DFAR stock, worth $4.66 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
199,570
Previous 187,192
6.61%
Holding current value
$4.66 Million
Previous $4.36 Billion
8.9%
% of portfolio
1.52%
Previous 1.4%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.2MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.2 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$59.5 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.8 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.1 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.5 Million3.75% of portfolio