Legacy Financial Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Legacy Financial Group, Inc.
- $264 Billion
- Q2 2024
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 97,457 shares of DFNM stock, worth $4.73 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
97,457
Previous 97,987
0.54%
Holding current value
$4.73 Million
Previous $4.71 Billion
1.2%
% of portfolio
1.76%
Previous 1.85%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58.1 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$43 Million1.92% of portfolio