Number of Shares
581,196.00
Current Holdings Value*
$18.15 Mil
% of Portfolio
5.83%
Total Estimate Gain
$5.76 Mil
% of Total Estimate Gain
40.09%

LEGACY FINANCIAL GROUP, INC.'s Dimensional International Core Equity Market ETF Holding Summary

As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 581,196.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $18.15 Mil. This investment constitutes 5.83% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0.2% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.

The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 8 purchases of DFAI, at an average price of $24.51, for a total of 585,964.00 shares. In addition, there have been 1 sales at an average price of $30.01 for 4,768.00 shares. Based on historical transaction data and DFAI's current price of $34.37, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his DFAI holdings is $5.76 Mil, reflecting a 40.09% gain to date.

LEGACY FINANCIAL GROUP, INC. DFAI ($34.37) Holding Chart

LEGACY FINANCIAL GROUP, INC. DFAI ($34.37) 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 %

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