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 $18.7 Million. This represents 5.97% of its overall portfolio holdings.
Number of Shares
391,429
Previous 378,622
3.38%
Holding current value
$18.7 Million
Previous $17.7 Billion
4.79%
% of portfolio
5.97%
Previous 5.72%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
339Shares Held
68.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio