Legacy Financial Group, Inc. Dimensional ETF Tr Short Durat Transaction History
Legacy Financial Group, Inc.
- $311 Billion
- Q4 2024
A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 378,622 shares of DFSD stock, worth $17.9 Million. This represents 5.72% of its overall portfolio holdings.
Number of Shares
378,622
Previous 355,630
6.47%
Holding current value
$17.9 Million
Previous $16.8 Billion
5.65%
% of portfolio
5.72%
Previous 5.71%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
324Shares Held
64.6MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio