Dimensional Fund Advisors
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Dimensional Fund Advisors’s Legence Corp LGN Stock Holding History

Dimensional Fund Advisors’s Portfolio LGN Stock Details LGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$895K Buy
16,681
+7,148
+75% +$443K ﹤0.01% 2851
2026
Q2 		$812K Sell
9,533
-710
-7% -$57.8K ﹤0.01% 2901
2026
Q1 		$578K Buy
+10,243
New +$516K ﹤0.01% 2928

Other funds holding LGN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Forest Avenue Capital Management
Forest Avenue Capital Management Miami, Florida $1.59B AUM 37.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Legence Corp (LGN) stake by 75% in Q3 2026, buying an estimated $443K and bringing the position to 16,681 shares worth $895K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Dimensional Fund Advisors first reported a position in LGN in Q1 2026 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold LGN as of Q3 2026.

  • Dimensional Fund Advisors held 16,681 shares of Legence Corp worth $895K as of Q3 2026.
  • Dimensional Fund Advisors bought 7,148 Legence Corp shares in Q3 2026, an estimated $443K.
  • Legence Corp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2851 holding.
  • Dimensional Fund Advisors first reported a position in Legence Corp in Q1 2026 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Legence Corp as of Q3 2026.

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