Legacy Capital Wealth Partners, LLC Dimensional ETF Tr Transaction History

Legacy Capital Wealth Partners, LLC

  • $463 Million
  • Q3 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 78,963 shares of DFAX stock, worth $2.53 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
78,963
Previous 64,083 23.22%
Holding current value
$2.53 Million
Previous $1.88 Million 31.62%
% of portfolio
0.53%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$29.25 - $31.56 $435,240 - $469,612
14,880 Added 23.22%
78,963 $2.48 Million
Q2 2025

Aug 13, 2025
BUY
$23.37 - $29.39 $1.5 Million - $1.88 Million
64,083 New
64,083 $1.88 Million

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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