Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $264 Billion
- Q2 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 33,300 shares of DFIC stock, worth $932,400. This represents 0.33% of its overall portfolio holdings.
Number of Shares
33,300
Previous 31,472
5.81%
Holding current value
$932,400
Previous $842 Million
3.99%
% of portfolio
0.33%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$666 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$653 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$427 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$161 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$132 Million16.75% of portfolio