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Legacy Financial Group (Oklahoma)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.68M Sell
44,696
-363
-0.8% -$28.1K 0.86% 25
2026
Q1 		$3.21M Buy
45,059
+1,448
+3% +$106K 0.85% 25
2025
Q4 		$3.04M Buy
43,611
+1,272
+3% +$87.7K 0.8% 27
2025
Q3 		$2.9M Sell
42,339
-117
-0.3% -$7.81K 0.79% 27
2025
Q2 		$2.7M Sell
42,456
-624
-1% -$37.4K 0.8% 27
2025
Q1 		$2.57M Buy
43,080
+731
+2% +$47K 0.83% 26
2024
Q4 		$2.76M Buy
42,349
+3,653
+9% +$244K 0.89% 26
2024
Q3 		$2.47M Buy
38,696
+5,558
+17% +$348K 0.84% 27
2024
Q2 		$1.99M Buy
33,138
+3,074
+10% +$185K 0.75% 27
2024
Q1 		$1.87M Buy
30,064
+5,263
+21% +$311K 0.74% 27
2023
Q4 		$1.48M Buy
24,801
+984
+4% +$52.7K 0.65% 29
2023
Q3 		$1.25M Buy
23,817
+1,224
+5% +$67.4K 0.62% 28
2023
Q2 		$1.24M Buy
22,593
+3,800
+20% +$198K 0.62% 27
2023
Q1 		$990K Buy
18,793
+223
+1% +$12.1K 0.55% 27
2022
Q4 		$950K Buy
+18,570
New +$956K 0.59% 27

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.81% in Q2 2026, selling an estimated $28.1K and leaving 44,696 shares worth $3.68M. The position accounts for 0.86% of the portfolio, ranked #25.

Legacy Financial Group (Oklahoma) first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 44,696 shares of Dimensional US Small Cap ETF worth $3.68M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 363 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $28.1K.
  • Dimensional US Small Cap ETF made up 0.86% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #25 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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