Legacy Wealth Management, Inc Dimensional ETF Tr U S Core Eq Transaction History
Legacy Wealth Management, Inc
- $1.61 Billion
- Q2 2025
A detailed history of Legacy Wealth Management, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 5,951 shares of DFAC stock, worth $218,163. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,951Holding current value
$218,163% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio