LEGACY FINANCIAL GROUP, INC. DFUV Holdings History
LEGACY FINANCIAL GROUP, INC.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 449,579.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $18.53 Mil. This investment constitutes 5.95% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0.17% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 9 purchases of DFUV, at an average price of $33.52, for a total of 449,579.00 shares. Based on historical transaction data and DFUV's current price of $42.70, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his DFUV holdings is $4.13 Mil, reflecting a 27.41% gain to date.
LEGACY FINANCIAL GROUP, INC. DFUV ($42.70) Holding Chart
LEGACY FINANCIAL GROUP, INC. DFUV ($42.70) 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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