Legacy Financial Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Legacy Financial Group, Inc.
- $294 Billion
- Q3 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 439,587 shares of DFUV stock, worth $18.9 Million. This represents 6.18% of its overall portfolio holdings.
Number of Shares
439,587
Previous 439,226
0.08%
Holding current value
$18.9 Million
Previous $17.2 Billion
5.43%
% of portfolio
6.18%
Previous 6.53%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio