Legacy Financial Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Legacy Financial Group, Inc.
- $365 Billion
- Q3 2025
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 462,483 shares of DFUV stock, worth $20.5 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
462,483
Previous 454,608
1.73%
Holding current value
$20.5 Million
Previous $19.2 Billion
7.53%
% of portfolio
5.67%
Previous 5.68%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
755Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.6 Billion3.16% of portfolio
-
Savant Capital, LLC16.4MShares$725 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$640 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$366 Million0.51% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$339 Million14.27% of portfolio