Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History
Legacy Financial Group, Inc.
- $254 Billion
- Q1 2024
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 283,029 shares of DFAU stock, worth $10.7 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
283,029
Previous 273,888
3.34%
Holding current value
$10.7 Million
Previous $9.11 Billion
13.56%
% of portfolio
4.07%
Previous 3.97%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio