Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $294 Billion
- Q3 2024
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 73,516 shares of DFSV stock, worth $2.41 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
73,516
Previous 67,877
8.31%
Holding current value
$2.41 Million
Previous $1.95 Billion
14.33%
% of portfolio
0.76%
Previous 0.74%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
339Shares Held
95.1MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$269 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$215 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$170 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$112 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$97.3 Million1.18% of portfolio