Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History

Legacy Financial Group, Inc.

$311 Billion
Q4 2024

A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 228,565 shares of DFAE stock, worth $6.09 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

228,565

Previous 228,869 0.13%

Holding current value

$6.09 Million

Previous $6.05 Billion 4.17%

% of portfolio

1.87%

Previous 2.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$25.36 - $28.15 $7,709 - $8,557	-304 Reduced 0.13%	228,565 $5.8 Billion
Q3 2024 Nov 13, 2024	SELL	$24.46 - $27.82 $151,211 - $171,983	-6,182 Reduced 2.63%	228,869 $6.05 Billion
Q2 2024 Aug 12, 2024	SELL	$24.03 - $26.3 $212,953 - $233,070	-8,862 Reduced 3.63%	235,051 $6.08 Billion
Q1 2024 May 13, 2024	SELL	$22.74 - $24.88 $122,477 - $134,003	-5,386 Reduced 2.16%	243,913 $6.03 Billion
Q4 2023 Feb 13, 2024	SELL	$21.63 - $24.11 $492,536 - $549,008	-22,771 Reduced 8.37%	249,299 $6.01 Billion
Q3 2023 Nov 13, 2023	BUY	$22.43 - $24.83 $207,836 - $230,074	9,266 Added 3.53%	272,070 $6.14 Billion
Q2 2023 Aug 07, 2023	BUY	$22.38 - $24.3 $241,256 - $261,954	10,780 Added 4.28%	262,804 $6.17 Billion
Q1 2023 May 12, 2023	BUY	$21.78 - $24.36 $311,780 - $348,713	14,315 Added 6.02%	252,024 $5.8 Billion
Q4 2022 Feb 15, 2023	BUY	$19.67 - $22.73 $4.68 Million - $5.4 Million	237,709 New	237,709 $5.22 Billion

Others Institutions Holding DFAE

# of Institutions

536

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Legacy Financial Group, Inc. Dimensional ETF Tr Transaction History