Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $294 Billion
- Q3 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 36,309 shares of DFIC stock, worth $1.01 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
36,309
Previous 33,300
9.04%
Holding current value
$1.01 Million
Previous $875 Million
10.9%
% of portfolio
0.33%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
434Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$815 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$759 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$442 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio