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Legacy Financial Group (Oklahoma)’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.38M Sell
188,414
-5,566
-3% -$195K 1.69% 16
2025
Q4 		$6.32M Sell
193,980
-10,723
-5% -$345K 1.66% 17
2025
Q3 		$6.45M Sell
204,703
-8,451
-4% -$255K 1.77% 17
2025
Q2 		$6.17M Sell
213,154
-9,666
-4% -$259K 1.82% 17
2025
Q1 		$5.77M Sell
222,820
-5,745
-3% -$149K 1.85% 17
2024
Q4 		$5.8M Sell
228,565
-304
-0.1% -$8.04K 1.87% 16
2024
Q3 		$6.05M Sell
228,869
-6,182
-3% -$161K 2.06% 16
2024
Q2 		$6.08M Sell
235,051
-8,862
-4% -$225K 2.3% 16
2024
Q1 		$6.03M Sell
243,913
-5,386
-2% -$129K 2.37% 14
2023
Q4 		$6.01M Sell
249,299
-22,771
-8% -$520K 2.62% 14
2023
Q3 		$6.14M Buy
272,070
+9,266
+4% +$218K 3.03% 12
2023
Q2 		$6.17M Buy
262,804
+10,780
+4% +$249K 3.08% 11
2023
Q1 		$5.8M Buy
252,024
+14,315
+6% +$330K 3.21% 13
2022
Q4 		$5.22M Buy
+237,709
New +$5.06M 3.22% 12

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s DFAE Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.9% in Q1 2026, selling an estimated $195K and leaving 188,414 shares worth $6.38M. The position accounts for 1.69% of the portfolio, ranked #16.

Legacy Financial Group (Oklahoma) first reported a position in DFAE in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.45M in Q3 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 188,414 shares of Dimensional Emerging Core Equity Market ETF worth $6.38M as of Q1 2026.
  • Legacy Financial Group (Oklahoma) sold 5,566 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $195K.
  • Dimensional Emerging Core Equity Market ETF made up 1.69% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #16 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Legacy Financial Group (Oklahoma)'s Dimensional Emerging Core Equity Market ETF position peaked at $6.45M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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