Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $311 Billion
- Q4 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 77,109 shares of DFSV stock, worth $2.17 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
77,109
Previous 73,516
4.89%
Holding current value
$2.17 Million
Previous $2.23 Billion
6.27%
% of portfolio
0.76%
Previous 0.76%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
417Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$226 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$214 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$153 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$117 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio