Legacy Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Legacy Financial Advisors, Inc.
- $602 Million
- Q3 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 13,238 shares of DFAT stock, worth $753,771. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,238
Previous 8,549
54.85%
Holding current value
$753,771
Previous $461,000
67.03%
% of portfolio
0.13%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
809Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio