LFGO
Legacy Financial Group (Oklahoma)’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
42,456
-624
| -1% | -$39.8K | 0.8% | 27 |
|
|
2025
Q1 | $2.57M | Buy |
43,080
+731
| +2% | +$43.7K | 0.83% | 26 |
|
|
2024
Q4 | $2.76M | Buy |
42,349
+3,653
| +9% | +$238K | 0.89% | 26 |
|
|
2024
Q3 | $2.47M | Buy |
38,696
+5,558
| +17% | +$355K | 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% | +$328K | 0.74% | 27 |
|
|
2023
Q4 | $1.48M | Buy |
24,801
+984
| +4% | +$58.7K | 0.65% | 29 |
|
|
2023
Q3 | $1.25M | Buy |
23,817
+1,224
| +5% | +$64.2K | 0.62% | 28 |
|
|
2023
Q2 | $1.24M | Buy |
22,593
+3,800
| +20% | +$208K | 0.62% | 27 |
|
|
2023
Q1 | $990K | Buy |
18,793
+223
| +1% | +$11.8K | 0.55% | 27 |
|
|
2022
Q4 | $950K | Buy |
+18,570
| New | +$950K | 0.59% | 27 |
|