Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $254 Billion
- Q1 2024
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 340,137 shares of DUHP stock, worth $10.9 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
340,137
Previous 316,233
7.56%
Holding current value
$10.9 Million
Previous $9.05 Billion
18.84%
% of portfolio
4.23%
Previous 3.95%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$847 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$826 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$261 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$228 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio