LEGACY FINANCIAL GROUP, INC. DFSD Holdings History
LEGACY FINANCIAL GROUP, INC.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 391,429.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $18.60 Mil. This investment constitutes 5.97% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0.42% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 9 purchases of DFSD, at an average price of $46.43, for a total of 391,429.00 shares. Based on historical transaction data and DFSD's current price of $48.01, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his DFSD holdings is $620,128.85, reflecting a 3.41% gain to date.
LEGACY FINANCIAL GROUP, INC. DFSD ($48.01) Holding Chart
LEGACY FINANCIAL GROUP, INC. DFSD ($48.01) 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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