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

Legacy Financial Group, Inc.

$254 Billion
Q1 2024

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 317,333 shares of DFSD stock, worth $14.9 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares

317,333

Previous 274,910 15.43%

Holding current value

$14.9 Million

Previous $12.9 Billion 15.51%

% of portfolio

5.88%

Previous 5.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$45.49 - $46.47 $6.19 Million - $6.32 Million	135,992 New	135,992 $6.27 Billion

Others Institutions Holding DFSD

# of Institutions

224

Shares Held

34.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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