Legacy Financial Group, Inc. Incresed Positions in Q1 2025

Legacy Financial Group, Inc.

  • $312 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
38.4K
+ 6.71%
$24.45 - $27.2 $940K - $1.05M
611K $16B
DFAI
Dimensional ETF Tr

ETFs
2.24K
+ 0.39%
$28.88 - $32.4 $64.8K - $72.7K
581K $18.2B
WMT
Walmart Inc.

Consumer Defensive
13.4K
+ 129.61%
$84.5 - $105.05 $1.13M - $1.41M
23.7K $2.11B
AVUS
American Centy ETF Tr Avantis

ETFs
23.1K
+ 8.94%
$90.7 - $101.57 $2.1M - $2.35M
282K $26B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
16.2K
+ 6.26%
$40.79 - $42.32 $662K - $687K
275K $11.6B
DFSD
Dimensional ETF Tr Short Durat

ETFs
12.8K
+ 3.38%
$46.74 - $47.55 $599K - $609K
391K $18.6B
DFUS
Dimensional ETF Tr U S Equity

ETFs
21.6K
+ 11.62%
$59.61 - $66.71 $1.29M - $1.44M
207K $12.5B
WMB
Williams Companies, Inc.

Energy
11.4K
+ 95.78%
$54.02 - $61.09 $616K - $697K
23.3K $1.33B
BNDX
Vanguard Total International B

ETFs
13.2K
+ 7.44%
$48.33 - $49.5 $638K - $653K
191K $9.3B
Dimensional ETF Trust
14.4K
+ 7.62%
N/A
203K $6.21B
DFAR
Dimensional ETF Tr Dimensional

ETFs
12.4K
+ 6.61%
$22.35 - $24.52 $277K - $304K
200K $4.74B
V
Visa Inc.

Financial Services
1.03K
+ 97.07%
$306.92 - $362.71 $315K - $372K
2.08K $694M
DFAU
Dimensional ETF Tr

ETFs
23K
+ 8.0%
$37.84 - $42.29 $871K - $974K
311K $12B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.76K
+ 0.84%
$39.96 - $43.3 $150K - $163K
450K $18.5B
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.03K
+ 10.44%
$25.54 - $28.79 $154K - $174K
63.8K $1.77B
DUHP
Dimensional ETF Tr Dimensional

ETFs
16.6K
+ 3.96%
$32.57 - $35.82 $541K - $595K
436K $14.5B
AVLV
American Centy ETF Tr Avantis
3.36K
+ 12.23%
$63.51 - $70.42 $214K - $237K
30.9K $2.01B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.92K
+ 5.11%
$25.35 - $27.46 $125K - $135K
101K $2.68B
META
Meta Platforms, Inc.

Communication Services
181
+ 20.83%
$576.36 - $736.67 $104K - $133K
1.05K $605M
VNQ
Vanguard Specialized Funds Van

ETFs
214
+ 0.47%
$85.55 - $94.34 $18.3K - $20.2K
46K $4.17B
PLTR
Palantir Technologies Inc.

Technology
295
+ 6.13%
$64.98 - $124.62 $19.2K - $36.8K
5.11K $431M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
85
+ 18.76%
$507.05 - $563.67 $43.1K - $47.9K
538 $277M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.05%
$225.19 - $279.95 $225 - $280
2.21K $543M
QQQ
Invesco Qqq Trust, Series 1

ETFs
53
+ 6.02%
$468.34 - $539.52 $24.8K - $28.6K
934 $438M
CAT
Caterpillar Inc

Industrials
66
+ 6.2%
$326.75 - $407.63 $21.6K - $26.9K
1.13K $373M
BANF
Bancfirst Corp

Financial Services
68
+ 0.86%
$108.28 - $123.19 $7.36K - $8.38K
8.01K $880M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.21K
+ 1.57%
$27.56 - $32.1 $33.3K - $38.7K
78.3K $2.2B
AMZN
Amazon Com Inc

Consumer Cyclical
86
+ 1.3%
$190.26 - $242.06 $16.4K - $20.8K
6.69K $1.27B
DFAS
Dimensional ETF Tr U S Small C

ETFs
731
+ 1.73%
$58.81 - $68.2 $43K - $49.9K
43.1K $2.57B
IWF
Ishares Russell 1000 Gr ETF

ETFs
324
+ 3.23%
$360.07 - $417.26 $117K - $135K
10.4K $3.74B
VUG
Vanguard Growth ETF

ETFs
424
+ 0.55%
$369.1 - $427.61 $156K - $181K
77.8K $28.8B
Activity Summary
Buys All Purchases 38 New Holdings 6 Increased Positions 32 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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