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 610,981 shares of DFAX stock, worth $18.3 Million. This represents 5.14% of its overall portfolio holdings.
Number of Shares
610,981
Previous 572,542
6.71%
Holding current value
$18.3 Million
Previous $14.2 Billion
12.47%
% of portfolio
5.14%
Previous 4.58%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
637Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$336 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$234 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$228 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$209 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$188 Million0.92% of portfolio