Legacy Financial Group, Inc. Dimensional ETF Tr Short Durat Transaction History
Legacy Financial Group, Inc.
- $312 Billion
- Q1 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 391,429 shares of DFSD stock, worth $18.9 Million. This represents 5.97% of its overall portfolio holdings.
Number of Shares
391,429
Previous 378,622
3.38%
Holding current value
$18.9 Million
Previous $17.7 Billion
4.79%
% of portfolio
5.97%
Previous 5.72%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
358Shares Held
74.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio