Legacy Financial Group, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Legacy Financial Group, Inc.
- $312 Billion
- Q1 2025
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 275,409 shares of DFCF stock, worth $11.6 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
275,409
Previous 259,187
6.26%
Holding current value
$11.6 Million
Previous $10.7 Billion
8.29%
% of portfolio
3.72%
Previous 3.44%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
416Shares Held
121MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio