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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.97% in Q1 2026, selling an estimated $216K and leaving 549,536 shares worth $21.4M. The position accounts for 5.64% of the portfolio, ranked #7.

Legacy Financial Group (Oklahoma) first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $22M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Legacy Financial Group (Oklahoma) held 549,536 shares of Dimensional US Core Equity 2 ETF worth $21.4M as of Q1 2026.
Legacy Financial Group (Oklahoma) sold 5,356 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $216K.
Dimensional US Core Equity 2 ETF made up 5.64% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #7 holding.
Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Financial Group (Oklahoma)'s Dimensional US Core Equity 2 ETF position peaked at $22M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.