Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $365 Billion
- Q3 2025
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 74,034 shares of DFSV stock, worth $2.32 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
74,034
Previous 73,342
0.94%
Holding current value
$2.32 Million
Previous $2.16 Billion
9.21%
% of portfolio
0.65%
Previous 0.64%
Shares
10 transactions
Others Institutions Holding DFSV
# of Institutions
493Shares Held
136MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio