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

Legacy Financial Group, Inc.

$312 Billion
Q1 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 78,316 shares of DFSV stock, worth $2.22 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

78,316

Previous 77,109 1.57%

Holding current value

$2.22 Million

Previous $2.37 Billion 7.11%

% of portfolio

0.71%

Previous 0.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$27.56 - $32.1 $33,264 - $38,744	1,207 Added 1.57%	78,316 $2.2 Billion
Q4 2024 Feb 14, 2025	BUY	$30.18 - $33.87 $108,436 - $121,694	3,593 Added 4.89%	77,109 $2.37 Billion
Q3 2024 Nov 13, 2024	BUY	$28.25 - $31.7 $159,301 - $178,756	5,639 Added 8.31%	73,516 $2.23 Billion
Q2 2024 Aug 12, 2024	BUY	$27.81 - $30.13 $179,235 - $194,187	6,445 Added 10.49%	67,877 $1.95 Billion
Q1 2024 May 13, 2024	BUY	$27.45 - $30.1 $391,354 - $429,135	14,257 Added 30.22%	61,432 $1.85 Billion
Q4 2023 Feb 13, 2024	BUY	$23.61 - $29.53 $216,078 - $270,258	9,152 Added 24.07%	47,175 $1.37 Billion
Q3 2023 Nov 13, 2023	BUY	$24.97 - $27.69 $170,869 - $189,482	6,843 Added 21.95%	38,023 $964 Million
Q2 2023 Aug 07, 2023	BUY	$23.17 - $25.7 $722,440 - $801,326	31,180 New	31,180 $801 Million

Others Institutions Holding DFSV

# of Institutions

437

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group, Inc. with notifications on news.

Account

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