LFGO
Legacy Financial Group (Oklahoma)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
573,587
-5,746
| -1% | -$206K | 6.08% | 3 |
|
|
2025
Q1 | $19.1M | Sell |
579,333
-8,928
| -2% | -$295K | 6.13% | 3 |
|
|
2024
Q4 | $20.3M | Sell |
588,261
-10,094
| -2% | -$349K | 6.55% | 3 |
|
|
2024
Q3 | $20.4M | Sell |
598,355
-7,133
| -1% | -$243K | 6.92% | 3 |
|
|
2024
Q2 | $19.5M | Sell |
605,488
-5,799
| -0.9% | -$187K | 7.39% | 3 |
|
|
2024
Q1 | $19.5M | Buy |
611,287
+1,933
| +0.3% | +$61.8K | 7.69% | 2 |
|
|
2023
Q4 | $17.8M | Buy |
609,354
+4,678
| +0.8% | +$137K | 7.77% | 2 |
|
|
2023
Q3 | $15.8M | Buy |
604,676
+15,812
| +3% | +$414K | 7.82% | 2 |
|
|
2023
Q2 | $16M | Sell |
588,864
-4,222
| -0.7% | -$115K | 7.98% | 2 |
|
|
2023
Q1 | $15.1M | Sell |
593,086
-5,610
| -0.9% | -$143K | 8.35% | 2 |
|
|
2022
Q4 | $14.5M | Buy |
+598,696
| New | +$14.5M | 8.96% | 1 |
|