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Legacy Financial Group (Oklahoma)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1M Sell
310,597
-18,887
-6% -$945K 3.75% 10
2026
Q1 		$14.9M Buy
329,484
+1,638
+0.5% +$77K 3.93% 10
2025
Q4 		$15.3M Sell
327,846
-5,067
-2% -$235K 4.02% 10
2025
Q3 		$15.2M Buy
332,913
+5,214
+2% +$230K 4.18% 10
2025
Q2 		$13.9M Buy
327,699
+16,773
+5% +$658K 4.1% 10
2025
Q1 		$12M Buy
310,926
+23,030
+8% +$934K 3.84% 10
2024
Q4 		$11.7M Sell
287,896
-2,161
-0.7% -$88.3K 3.75% 10
2024
Q3 		$11.4M Buy
290,057
+4,264
+1% +$163K 3.88% 9
2024
Q2 		$10.7M Buy
285,793
+2,764
+1% +$100K 4.06% 9
2024
Q1 		$10.3M Buy
283,029
+9,141
+3% +$317K 4.07% 9
2023
Q4 		$9.11M Sell
273,888
-383
-0.1% -$11.9K 3.97% 8
2023
Q3 		$8.21M Buy
274,271
+16,413
+6% +$511K 4.05% 8
2023
Q2 		$7.99M Buy
257,858
+31,079
+14% +$911K 3.99% 7
2023
Q1 		$6.52M Buy
226,779
+37,400
+20% +$1.06M 3.61% 9
2022
Q4 		$5.12M Buy
+189,379
New +$5.15M 3.15% 13

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Legacy Financial Group (Oklahoma) reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5.7% in Q2 2026, selling an estimated $945K and leaving 310,597 shares worth $16.1M. The position accounts for 3.75% of the portfolio, ranked #10.

Legacy Financial Group (Oklahoma) first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 310,597 shares of Dimensional US Core Equity Market ETF worth $16.1M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 18,887 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $945K.
  • Dimensional US Core Equity Market ETF made up 3.75% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #10 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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