LEGACY FINANCIAL GROUP, INC.
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1965579
TULSA, OK
All Filings in DFNM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFNM | $2,692,413 | 55,894 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 DFNM | $3,028,209 | 63,114 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 DFNM | $3,611,984 | 76,154 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 DFNM | $4,421,013 | 92,937 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 DFNM | $4,521,048 | 94,642 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 DFNM | $4,839,971 | 99,711 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 DFNM | $4,655,520 | 97,457 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 DFNM | $4,712,194 | 97,987 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 DFNM | $4,733,751 | 97,583 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFNM | $5,550,144 | 119,435 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 DFNM | $5,601,716 | 117,609 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 DFNM | $5,918,104 | 122,490 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 DFNM | $7,384,445 | 154,454 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||