Legacy Financial Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Legacy Financial Group, Inc.
- $365 Billion
- Q3 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 63,114 shares of DFNM stock, worth $3.05 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
63,114
Previous 76,154
17.12%
Holding current value
$3.05 Million
Previous $3.61 Billion
16.16%
% of portfolio
0.83%
Previous 1.07%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
256Shares Held
28.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$72 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio