Legacy Financial Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Legacy Financial Group, Inc.
- $264 Billion
- Q2 2024
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 439,226 shares of DFUV stock, worth $18.2 Million. This represents 6.53% of its overall portfolio holdings.
Number of Shares
439,226
Previous 437,382
0.42%
Holding current value
$18.2 Million
Previous $17.9 Billion
3.58%
% of portfolio
6.53%
Previous 7.04%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$762 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.76% of portfolio