Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $264 Billion
- Q2 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 157,556 shares of DFAR stock, worth $3.85 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
157,556
Previous 146,660
7.43%
Holding current value
$3.85 Million
Previous $3.28 Billion
6.13%
% of portfolio
1.32%
Previous 1.29%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
206Shares Held
35.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$72.1 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$52.5 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.1 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.5 Million2.99% of portfolio