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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
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
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RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM