Legacy Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Legacy Financial Group, Inc.
- $365 Billion
- Q3 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 465,610 shares of DUHP stock, worth $17.5 Million. This represents 4.82% of its overall portfolio holdings.
Number of Shares
465,610
Previous 448,307
3.86%
Holding current value
$17.5 Million
Previous $15.9 Billion
10.31%
% of portfolio
4.82%
Previous 4.71%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
489Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio