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Legacy Financial Group (Oklahoma)’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Sell
147,297
-4,554
-3% -$304K 2.4% 15
2026
Q1 		$9.48M Sell
151,851
-2,030
-1% -$129K 2.51% 15
2025
Q4 		$9.16M Sell
153,881
-3,679
-2% -$215K 2.4% 15
2025
Q3 		$9.17M Sell
157,560
-3,516
-2% -$200K 2.51% 14
2025
Q2 		$8.69M Buy
161,076
+306
+0.2% +$15.6K 2.57% 13
2025
Q1 		$8.28M Sell
160,770
-2,098
-1% -$115K 2.66% 14
2024
Q4 		$9.07M Sell
162,868
-4,910
-3% -$281K 2.92% 13
2024
Q3 		$9.18M Sell
167,778
-1,006
-0.6% -$54.4K 3.12% 12
2024
Q2 		$8.75M Sell
168,784
-869
-0.5% -$45.6K 3.31% 11
2024
Q1 		$9.23M Buy
169,653
+1,883
+1% +$96.9K 3.63% 10
2023
Q4 		$8.78M Sell
167,770
-2,637
-2% -$123K 3.83% 10
2023
Q3 		$7.79M Buy
170,407
+419
+0.2% +$19.9K 3.84% 9
2023
Q2 		$7.89M Sell
169,988
-5,722
-3% -$251K 3.94% 8
2023
Q1 		$7.82M Buy
175,710
+3,205
+2% +$149K 4.32% 7
2022
Q4 		$7.58M Buy
+172,505
New +$7.58M 4.67% 7

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) reduced its Dimensional US Targeted Value ETF (DFAT) stake by 3% in Q2 2026, selling an estimated $304K and leaving 147,297 shares worth $10.3M. The position accounts for 2.4% of the portfolio, ranked #15.

Legacy Financial Group (Oklahoma) first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. 857 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 147,297 shares of Dimensional US Targeted Value ETF worth $10.3M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 4,554 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $304K.
  • Dimensional US Targeted Value ETF made up 2.4% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #15 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 857 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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