Legacy Financial Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Legacy Financial Group, Inc.

$312 Billion
Q1 2025

A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 92,937 shares of DFNM stock, worth $4.39 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

92,937

Previous 94,642 1.8%

Holding current value

$4.39 Million

Previous $4.52 Billion 2.21%

% of portfolio

1.42%

Previous 1.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$47.35 - $48.24 $80,731 - $82,249	-1,705 Reduced 1.8%	92,937 $4.42 Billion
Q4 2024 Feb 14, 2025	SELL	$47.65 - $48.6 $241,537 - $246,353	-5,069 Reduced 5.08%	94,642 $4.52 Billion
Q3 2024 Nov 13, 2024	BUY	$47.7 - $48.54 $107,515 - $109,409	2,254 Added 2.31%	99,711 $4.78 Billion
Q2 2024 Aug 12, 2024	SELL	$47.4 - $48.0 $25,122 - $25,440	-530 Reduced 0.54%	97,457 $4.66 Billion
Q1 2024 May 13, 2024	BUY	$48.08 - $48.49 $19,424 - $19,589	404 Added 0.41%	97,987 $4.71 Billion
Q4 2023 Feb 13, 2024	SELL	$46.17 - $48.51 $1.01 Million - $1.06 Million	-21,852 Reduced 18.3%	97,583 $4.73 Billion
Q3 2023 Nov 13, 2023	BUY	$46.44 - $47.81 $84,799 - $87,301	1,826 Added 1.55%	119,435 $5.55 Billion
Q2 2023 Aug 07, 2023	SELL	$47.15 - $48.62 $230,139 - $237,314	-4,881 Reduced 3.98%	117,609 $5.6 Billion
Q1 2023 May 12, 2023	SELL	$47.4 - $48.69 $1.52 Million - $1.56 Million	-31,964 Reduced 20.69%	122,490 $5.92 Billion
Q4 2022 Feb 15, 2023	BUY	$46.51 - $48.03 $7.18 Million - $7.42 Million	154,454 New	154,454 $7.38 Billion

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

27.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Legacy Financial Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History