Dimensional Fund Advisors
LGCY icon

Dimensional Fund Advisors’s Legacy Education Inc LGCY Stock Holding History

Dimensional Fund Advisors’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$597K Buy
61,778
+2,828
+5% +$31.2K ﹤0.01% 2913
2026
Q2 		$694K Buy
58,950
+34,203
+138% +$403K ﹤0.01% 2923
2026
Q1 		$310K Buy
24,747
+10,096
+69% +$119K ﹤0.01% 3010
2025
Q4 		$149K Buy
+14,651
New +$141K ﹤0.01% 3114

Other funds holding LGCY

Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Paradigm Strategies in Wealth Management
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Dimensional Fund Advisors's LGCY Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Legacy Education Inc (LGCY) stake by 4.8% in Q3 2026, buying an estimated $31.2K and bringing the position to 61,778 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Dimensional Fund Advisors first reported a position in LGCY in Q4 2025 and has held it in 4 quarters since. The position peaked at $694K in Q2 2026. 14 funds tracked by Wall St. Rank hold LGCY as of Q3 2026.

  • Dimensional Fund Advisors held 61,778 shares of Legacy Education Inc worth $597K as of Q3 2026.
  • Dimensional Fund Advisors bought 2,828 Legacy Education Inc shares in Q3 2026, an estimated $31.2K.
  • Legacy Education Inc made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2913 holding.
  • Dimensional Fund Advisors first reported a position in Legacy Education Inc in Q4 2025 and has held it in 4 quarters since.
  • Dimensional Fund Advisors's Legacy Education Inc position peaked at $694K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Legacy Education Inc as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.