Legacy Financial Group, Inc. Dimensional ETF Tr U S Target Transaction History
Legacy Financial Group, Inc.
- $365 Billion
- Q3 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 157,560 shares of DFAT stock, worth $8.98 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
157,560
Previous 161,076
2.18%
Holding current value
$8.98 Million
Previous $8.69 Billion
5.52%
% of portfolio
2.51%
Previous 2.57%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$556 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$372 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$284 Million1.62% of portfolio