Number of Shares
207,251.00
Current Holdings Value*
$12.53 Mil
% of Portfolio
4.02%
Total Estimate Gain
$3.83 Mil
% of Total Estimate Gain
37.13%

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

As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 207,251.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $12.53 Mil. This investment constitutes 4.02% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0.09% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 9 purchases of DFUS, at an average price of $49.70, for a total of 207,251.00 shares. Based on historical transaction data and DFUS's current price of $68.16, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his DFUS holdings is $3.83 Mil, reflecting a 37.13% gain to date.

LEGACY FINANCIAL GROUP, INC. DFUS ($68.16) Holding Chart

LEGACY FINANCIAL GROUP, INC. DFUS ($68.16) 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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