Legacy Financial Group, Inc. Dimensional ETF Tr Short Durat Transaction History

Legacy Financial Group, Inc.

$365 Billion
Q3 2025

A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 424,326 shares of DFSD stock, worth $20.5 Million. This represents 5.61% of its overall portfolio holdings.

Number of Shares

424,326

Previous 411,727 3.06%

Holding current value

$20.5 Million

Previous $19.8 Billion 3.45%

% of portfolio

5.61%

Previous 5.84%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$47.86 - $48.43 $602,988 - $610,169	12,599 Added 3.06%	424,326 $20.4 Billion
Q2 2025 Aug 12, 2025	BUY	$47.09 - $48.01 $955,832 - $974,506	20,298 Added 5.19%	411,727 $19.8 Billion
Q1 2025 May 01, 2025	BUY	$46.74 - $47.55 $598,599 - $608,972	12,807 Added 3.38%	391,429 $18.6 Billion
Q4 2024 Feb 14, 2025	BUY	$46.75 - $47.8 $1.07 Million - $1.1 Million	22,992 Added 6.47%	378,622 $17.7 Billion
Q3 2024 Nov 13, 2024	BUY	$47.0 - $47.84 $1.04 Million - $1.06 Million	22,187 Added 6.65%	355,630 $16.8 Billion
Q2 2024 Aug 12, 2024	BUY	$46.64 - $47.15 $751,370 - $759,586	16,110 Added 5.08%	333,443 $15.7 Billion
Q1 2024 May 13, 2024	BUY	$46.78 - $47.19 $1.98 Million - $2 Million	42,423 Added 15.43%	317,333 $14.9 Billion
Q4 2023 Feb 13, 2024	BUY	$46.16 - $47.09 $872,793 - $890,377	18,908 Added 7.39%	274,910 $12.9 Billion
Q3 2023 Nov 13, 2023	BUY	$46.24 - $46.65 $783,999 - $790,950	16,955 Added 7.09%	256,002 $11.9 Billion
Q2 2023 Aug 07, 2023	BUY	$46.28 - $46.83 $474,601 - $480,241	10,255 Added 4.48%	239,047 $11.1 Billion
Q1 2023 May 12, 2023	BUY	$46.1 - $46.75 $4.28 Million - $4.34 Million	92,800 Added 68.24%	228,792 $10.7 Billion
Q4 2022 Feb 15, 2023	BUY	$45.19 - $46.47 $6.15 Million - $6.32 Million	135,992 New	135,992 $6.27 Billion

Others Institutions Holding DFSD

# of Institutions

389

Shares Held

84.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
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Legacy Financial Group, Inc. Dimensional ETF Tr Short Durat Transaction History