LFGO
Legacy Financial Group (Oklahoma)’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
161,076
+306
| +0.2% | +$16.5K | 2.57% | 13 |
|
|
2025
Q1 | $8.28M | Sell |
160,770
-2,098
| -1% | -$108K | 2.66% | 14 |
|
|
2024
Q4 | $9.07M | Sell |
162,868
-4,910
| -3% | -$273K | 2.92% | 13 |
|
|
2024
Q3 | $9.18M | Sell |
167,778
-1,006
| -0.6% | -$55K | 3.12% | 12 |
|
|
2024
Q2 | $8.75M | Sell |
168,784
-869
| -0.5% | -$45.1K | 3.31% | 11 |
|
|
2024
Q1 | $9.23M | Buy |
169,653
+1,883
| +1% | +$102K | 3.63% | 10 |
|
|
2023
Q4 | $8.78M | Sell |
167,770
-2,637
| -2% | -$138K | 3.83% | 10 |
|
|
2023
Q3 | $7.79M | Buy |
170,407
+419
| +0.2% | +$19.1K | 3.84% | 9 |
|
|
2023
Q2 | $7.89M | Sell |
169,988
-5,722
| -3% | -$265K | 3.94% | 8 |
|
|
2023
Q1 | $7.82M | Buy |
175,710
+3,205
| +2% | +$143K | 4.32% | 7 |
|
|
2022
Q4 | $7.58M | Buy |
+172,505
| New | +$7.58M | 4.67% | 7 |
|