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 436,312 shares of DUHP stock, worth $15.9 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
436,312
Previous 419,693
3.96%
Holding current value
$15.9 Million
Previous $14.2 Billion
1.96%
% of portfolio
4.64%
Previous 4.57%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
444Shares Held
239MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio