Legacy Financial Group, Inc. Dimensional ETF Tr U S Target Transaction History

Legacy Financial Group, Inc.

$312 Billion
Q1 2025

A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 160,770 shares of DFAT stock, worth $8.76 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares

160,770

Previous 162,868 1.29%

Holding current value

$8.76 Million

Previous $9.07 Billion 8.68%

% of portfolio

2.66%

Previous 2.92%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$50.44 - $58.1 $105,823 - $121,893	-2,098 Reduced 1.29%	160,770 $8.28 Billion
Q4 2024 Feb 14, 2025	SELL	$54.54 - $61.04 $267,791 - $299,706	-4,910 Reduced 2.93%	162,868 $9.07 Billion
Q3 2024 Nov 13, 2024	SELL	$51.0 - $57.07 $51,306 - $57,412	-1,006 Reduced 0.6%	167,778 $9.18 Billion
Q2 2024 Aug 12, 2024	SELL	$50.18 - $54.47 $43,606 - $47,334	-869 Reduced 0.51%	168,784 $8.75 Billion
Q1 2024 May 13, 2024	BUY	$49.45 - $54.43 $93,114 - $102,491	1,883 Added 1.12%	169,653 $9.23 Billion
Q4 2023 Feb 13, 2024	SELL	$42.71 - $53.09 $112,626 - $139,998	-2,637 Reduced 1.55%	167,770 $8.78 Billion
Q3 2023 Nov 13, 2023	BUY	$45.07 - $49.71 $18,884 - $20,828	419 Added 0.25%	170,407 $7.79 Billion
Q2 2023 Aug 07, 2023	SELL	$41.44 - $46.39 $237,119 - $265,443	-5,722 Reduced 3.26%	169,988 $7.89 Billion
Q1 2023 May 12, 2023	BUY	$42.38 - $49.75 $135,827 - $159,448	3,205 Added 1.86%	175,710 $7.82 Billion
Q4 2022 Feb 15, 2023	BUY	$40.24 - $46.91 $6.94 Million - $8.09 Million	172,505 New	172,505 $7.58 Billion

Others Institutions Holding DFAT

# of Institutions

776

Shares Held

171M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group, Inc. with notifications on news.

Account

Legacy Financial Group, Inc. Dimensional ETF Tr U S Target Transaction History