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Legacy Financial Group (Oklahoma)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.7M Sell
511,473
-38,063
-7% -$1.63M 5.29% 6
2026
Q1 		$21.4M Sell
549,536
-5,356
-1% -$216K 5.64% 7
2025
Q4 		$22M Sell
554,892
-4,309
-0.8% -$168K 5.76% 3
2025
Q3 		$21.6M Sell
559,201
-14,386
-3% -$537K 5.91% 3
2025
Q2 		$20.6M Sell
573,587
-5,746
-1% -$192K 6.08% 3
2025
Q1 		$19.1M Sell
579,333
-8,928
-2% -$310K 6.13% 3
2024
Q4 		$20.3M Sell
588,261
-10,094
-2% -$355K 6.55% 3
2024
Q3 		$20.4M Sell
598,355
-7,133
-1% -$236K 6.92% 3
2024
Q2 		$19.5M Sell
605,488
-5,799
-0.9% -$183K 7.39% 3
2024
Q1 		$19.5M Buy
611,287
+1,933
+0.3% +$58.4K 7.69% 2
2023
Q4 		$17.8M Buy
609,354
+4,678
+0.8% +$127K 7.77% 2
2023
Q3 		$15.8M Buy
604,676
+15,812
+3% +$432K 7.82% 2
2023
Q2 		$16M Sell
588,864
-4,222
-0.7% -$109K 7.98% 2
2023
Q1 		$15.1M Sell
593,086
-5,610
-0.9% -$142K 8.35% 2
2022
Q4 		$14.5M Buy
+598,696
New +$14.6M 8.96% 1

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s DFAC Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.9% in Q2 2026, selling an estimated $1.63M and leaving 511,473 shares worth $22.7M. The position accounts for 5.29% of the portfolio, ranked #6.

Legacy Financial Group (Oklahoma) first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 511,473 shares of Dimensional US Core Equity 2 ETF worth $22.7M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 38,063 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.63M.
  • Dimensional US Core Equity 2 ETF made up 5.29% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #6 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.