Number of Shares
610,981.00
Current Holdings Value*
$16.01 Mil
% of Portfolio
5.14%
Total Estimate Gain
$3.90 Mil
% of Total Estimate Gain
27.67%

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

As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 610,981.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $16.01 Mil. This investment constitutes 5.14% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0.21% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 9 purchases of DFAX, at an average price of $23.07, for a total of 610,981.00 shares. Based on historical transaction data and DFAX's current price of $29.45, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his DFAX holdings is $3.90 Mil, reflecting a 27.67% gain to date.

LEGACY FINANCIAL GROUP, INC. DFAX ($29.45) Holding Chart

LEGACY FINANCIAL GROUP, INC. DFAX ($29.45) 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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