LFGO
DFAR icon

Legacy Financial Group (Oklahoma)’s Dimensional US Real Estate ETF DFAR Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.27M Sell
201,626
-1,196
-0.6% -$30.7K 1.23% 18
2026
Q1 		$4.8M Buy
202,822
+316
+0.2% +$7.6K 1.27% 18
2025
Q4 		$4.64M Buy
202,506
+1,108
+0.6% +$25.9K 1.22% 18
2025
Q3 		$4.8M Sell
201,398
-749
-0.4% -$17.7K 1.32% 18
2025
Q2 		$4.74M Buy
202,147
+2,577
+1% +$59.8K 1.4% 18
2025
Q1 		$4.74M Buy
199,570
+12,378
+7% +$292K 1.52% 18
2024
Q4 		$4.36M Buy
187,192
+23,163
+14% +$573K 1.4% 21
2024
Q3 		$4.06M Buy
164,029
+6,473
+4% +$157K 1.38% 22
2024
Q2 		$3.48M Buy
157,556
+10,896
+7% +$234K 1.32% 23
2024
Q1 		$3.28M Buy
146,660
+23,211
+19% +$511K 1.29% 23
2023
Q4 		$2.81M Buy
123,449
+79,364
+180% +$1.63M 1.22% 24
2023
Q3 		$861K Buy
44,085
+16,245
+58% +$345K 0.42% 31
2023
Q2 		$599K Buy
+27,840
New +$589K 0.3% 35

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.59% in Q2 2026, selling an estimated $30.7K and leaving 201,626 shares worth $5.27M. The position accounts for 1.23% of the portfolio, ranked #18.

Legacy Financial Group (Oklahoma) first reported a position in DFAR in Q2 2023 and has held it in 13 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 201,626 shares of Dimensional US Real Estate ETF worth $5.27M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 1,196 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $30.7K.
  • Dimensional US Real Estate ETF made up 1.23% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #18 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

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