Number of Shares
579,333.00
Current Holdings Value*
$19.11 Mil
% of Portfolio
6.13%
Total Estimate Gain
$7.39 Mil
% of Total Estimate Gain
48.88%

LEGACY FINANCIAL GROUP, INC.'s Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 579,333.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $19.11 Mil. This investment constitutes 6.13% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0.06% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 3 purchases of DFAC, at an average price of $24.33, for a total of 621,119.00 shares. In addition, there have been 6 sales at an average price of $31.93 for 41,786.00 shares. Based on historical transaction data and DFAC's current price of $36.53, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his DFAC holdings is $7.39 Mil, reflecting a 48.88% gain to date.

LEGACY FINANCIAL GROUP, INC. DFAC ($36.53) Holding Chart

LEGACY FINANCIAL GROUP, INC. DFAC ($36.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1