Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $311 Billion
- Q4 2024
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 57,744 shares of DFIC stock, worth $1.64 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
57,744
Previous 36,309
59.03%
Holding current value
$1.64 Million
Previous $971 Million
53.71%
% of portfolio
0.48%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio