Legacy Financial Group, Inc. Dimensional ETF Tr Short Durat Transaction History
Legacy Financial Group, Inc.
- $294 Billion
- Q3 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 355,630 shares of DFSD stock, worth $16.7 Million. This represents 5.71% of its overall portfolio holdings.
Number of Shares
355,630
Previous 333,443
6.65%
Holding current value
$16.7 Million
Previous $15.7 Billion
7.2%
% of portfolio
5.71%
Previous 5.93%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio