Legacy Financial Group »

Dimensional Etf Trust shares owned by Legacy Financial Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DUSB) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $401k 7.9k 50.70
2024-06-30 $340k 6.7k 50.67
2024-03-31 $209k 4.1k 50.57

More positions owned by Legacy Financial Group

Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Legacy Financial Group

Top funds holding Dimensional Etf Trust

Planning Center
Market Street Wealth Management Advisors
Sterling Wealth Management
DiNuzzo Private Wealth
Chicago Partners Investment
SJS Investment Consulting
American Capital Advisory
Root Financial Partners
Altiora Financial Group
ShankerValleau Wealth Advisors
Hiley Hunt Wealth Management
Phillips Financial Management
Arkadios Wealth Advisors
Onyx Financial Advisors
Strategic Investment Solutions

View all funds holding Dimensional Etf Trust