Number of Shares
436,312.00
Current Holdings Value*
$14.46 Mil
% of Portfolio
4.64%
Total Estimate Gain
$4.03 Mil
% of Total Estimate Gain
34.26%

LEGACY FINANCIAL GROUP, INC.'s Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 436,312.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $14.46 Mil. This investment constitutes 4.64% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0.19% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 9 purchases of DUHP, at an average price of $26.96, for a total of 436,312.00 shares. Based on historical transaction data and DUHP's current price of $36.20, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his DUHP holdings is $4.03 Mil, reflecting a 34.26% gain to date.

LEGACY FINANCIAL GROUP, INC. DUHP ($36.20) Holding Chart

LEGACY FINANCIAL GROUP, INC. DUHP ($36.20) 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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