Legacy Financial Group, Inc. Dimensional ETF Tr U S Equity Transaction History
Legacy Financial Group, Inc.
- $312 Billion
- Q1 2025
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 207,251 shares of DFUS stock, worth $13.4 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
207,251
Previous 185,671
11.62%
Holding current value
$13.4 Million
Previous $11.8 Billion
5.9%
% of portfolio
4.02%
Previous 3.81%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
761Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.75 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$334 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$305 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$248 Million0.08% of portfolio