Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History
Legacy Financial Group, Inc.
- $365 Billion
- Q3 2025
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 332,913 shares of DFAU stock, worth $15.4 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
332,913
Previous 327,699
1.59%
Holding current value
$15.4 Million
Previous $13.9 Billion
9.75%
% of portfolio
4.18%
Previous 4.1%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
540Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$323 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$208 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio