Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History
Legacy Financial Group, Inc.
- $311 Billion
- Q4 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 572,542 shares of DFAX stock, worth $15 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
572,542
Previous 526,572
8.73%
Holding current value
$15 Million
Previous $13.6 Billion
4.89%
% of portfolio
4.58%
Previous 4.61%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$295 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$158 Million0.22% of portfolio