Legacy Financial Group, Inc. Dimensional ETF Tr U S Equity Transaction History

Legacy Financial Group, Inc.

$311 Billion
Q4 2024

A detailed history of Legacy Financial Group, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 185,671 shares of DFUS stock, worth $12.3 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

185,671

Previous 173,525 7.0%

Holding current value

$12.3 Million

Previous $10.7 Billion 10.55%

% of portfolio

3.81%

Previous 3.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$61.52 - $66.5 $747,221 - $807,709	12,146 Added 7.0%	185,671 $11.8 Billion
Q3 2024 Nov 13, 2024	BUY	$56.04 - $62.2 $1.34 Million - $1.49 Million	23,979 Added 16.03%	173,525 $10.7 Billion
Q2 2024 Aug 12, 2024	BUY	$53.83 - $59.14 $552,080 - $606,539	10,256 Added 7.36%	149,546 $8.8 Billion
Q1 2024 May 13, 2024	BUY	$50.79 - $56.98 $760,884 - $853,617	14,981 Added 12.05%	139,290 $7.94 Billion
Q4 2023 Feb 13, 2024	BUY	$44.51 - $52.0 $521,078 - $608,764	11,707 Added 10.4%	124,309 $6.44 Billion
Q3 2023 Nov 13, 2023	BUY	$46.29 - $49.87 $304,495 - $328,044	6,578 Added 6.2%	112,602 $5.24 Billion
Q2 2023 Aug 07, 2023	BUY	$43.77 - $48.16 $147,636 - $162,443	3,373 Added 3.29%	106,024 $5.11 Billion
Q1 2023 May 12, 2023	BUY	$41.24 - $45.43 $21,692 - $23,896	526 Added 0.52%	102,651 $4.56 Billion
Q4 2022 Feb 15, 2023	BUY	$38.86 - $44.32 $3.97 Million - $4.53 Million	102,125 New	102,125 $4.25 Billion

Others Institutions Holding DFUS

# of Institutions

720

Shares Held

161M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
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Legacy Financial Group, Inc. Dimensional ETF Tr U S Equity Transaction History