LFGO
Legacy Financial Group (Oklahoma)’s Dimensional US Real Estate ETF DFAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
202,147
+2,577
| +1% | +$60.5K | 1.4% | 18 |
|
|
2025
Q1 | $4.74M | Buy |
199,570
+12,378
| +7% | +$294K | 1.52% | 18 |
|
|
2024
Q4 | $4.36M | Buy |
187,192
+23,163
| +14% | +$539K | 1.4% | 21 |
|
|
2024
Q3 | $4.06M | Buy |
164,029
+6,473
| +4% | +$160K | 1.38% | 22 |
|
|
2024
Q2 | $3.48M | Buy |
157,556
+10,896
| +7% | +$241K | 1.32% | 23 |
|
|
2024
Q1 | $3.28M | Buy |
146,660
+23,211
| +19% | +$519K | 1.29% | 23 |
|
|
2023
Q4 | $2.81M | Buy |
123,449
+79,364
| +180% | +$1.8M | 1.22% | 24 |
|
|
2023
Q3 | $861K | Buy |
44,085
+16,245
| +58% | +$317K | 0.42% | 31 |
|
|
2023
Q2 | $599K | Buy |
+27,840
| New | +$599K | 0.3% | 35 |
|