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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
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 $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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: Q1 2026 in Review

Legacy Financial Group (Oklahoma) increased its Dimensional US Real Estate ETF (DFAR) stake by 0.16% in Q1 2026, buying an estimated $7.6K and bringing the position to 202,822 shares worth $4.8M. The position accounts for 1.27% of the portfolio, ranked #18.

Legacy Financial Group (Oklahoma) first reported a position in DFAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.8M in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 202,822 shares of Dimensional US Real Estate ETF worth $4.8M as of Q1 2026.
  • Legacy Financial Group (Oklahoma) bought 316 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $7.6K.
  • Dimensional US Real Estate ETF made up 1.27% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 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 12 quarters since.
  • Legacy Financial Group (Oklahoma)'s Dimensional US Real Estate ETF position peaked at $4.8M in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

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