Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History

Legacy Financial Group, Inc.

$312 Billion
Q1 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 310,926 shares of DFAU stock, worth $12.7 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares

310,926

Previous 287,896 8.0%

Holding current value

$12.7 Million

Previous $11.7 Billion 2.53%

% of portfolio

3.84%

Previous 3.75%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$37.84 - $42.29 $871,455 - $973,938	23,030 Added 8.0%	310,926 $12 Billion
Q4 2024 Feb 14, 2025	SELL	$39.27 - $42.38 $84,862 - $91,583	-2,161 Reduced 0.75%	287,896 $11.7 Billion
Q3 2024 Nov 13, 2024	BUY	$35.8 - $39.69 $152,651 - $169,238	4,264 Added 1.49%	290,057 $11.4 Billion
Q2 2024 Aug 12, 2024	BUY	$34.53 - $37.67 $95,440 - $104,119	2,764 Added 0.98%	285,793 $10.7 Billion
Q1 2024 May 13, 2024	BUY	$32.59 - $36.54 $297,905 - $334,012	9,141 Added 3.34%	283,029 $10.3 Billion
Q4 2023 Feb 13, 2024	SELL	$28.58 - $33.37 $10,946 - $12,780	-383 Reduced 0.14%	273,888 $9.11 Billion
Q3 2023 Nov 13, 2023	BUY	$29.79 - $32.13 $488,943 - $527,349	16,413 Added 6.37%	274,271 $8.21 Billion
Q2 2023 Aug 07, 2023	BUY	$28.25 - $30.99 $877,981 - $963,138	31,079 Added 13.7%	257,858 $7.99 Billion
Q1 2023 May 12, 2023	BUY	$26.87 - $29.65 $1 Million - $1.11 Million	37,400 Added 19.75%	226,779 $6.52 Billion
Q4 2022 Feb 15, 2023	BUY	$25.24 - $28.83 $4.78 Million - $5.46 Million	189,379 New	189,379 $5.12 Billion

Others Institutions Holding DFAU

# of Institutions

503

Shares Held

133M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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 Transaction History