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 $16.4 Million. This represents 5.14% of its overall portfolio holdings.
Number of Shares
610,981
Previous 572,542
6.71%
Holding current value
$16.4 Million
Previous $14.2 Billion
12.47%
% of portfolio
5.14%
Previous 4.58%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
588Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
-
Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$204 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$204 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio