Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $312 Billion
- Q1 2025
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 63,773 shares of DFIC stock, worth $1.95 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
63,773
Previous 57,744
10.44%
Holding current value
$1.95 Million
Previous $1.49 Billion
18.67%
% of portfolio
0.57%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio