Legacy Financial Group (Oklahoma)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
327,699
+16,773
| +5% | +$711K | 4.1% | 10 |
|
|
2025
Q1 | $12M | Buy |
310,926
+23,030
| +8% | +$885K | 3.84% | 10 |
|
|
2024
Q4 | $11.7M | Sell |
287,896
-2,161
| -0.7% | -$87.5K | 3.75% | 10 |
|
|
2024
Q3 | $11.4M | Buy |
290,057
+4,264
| +1% | +$168K | 3.88% | 9 |
|
|
2024
Q2 | $10.7M | Buy |
285,793
+2,764
| +1% | +$104K | 4.06% | 9 |
|
|
2024
Q1 | $10.3M | Buy |
283,029
+9,141
| +3% | +$334K | 4.07% | 9 |
|
|
2023
Q4 | $9.11M | Sell |
273,888
-383
| -0.1% | -$12.7K | 3.97% | 8 |
|
|
2023
Q3 | $8.21M | Buy |
274,271
+16,413
| +6% | +$492K | 4.05% | 8 |
|
|
2023
Q2 | $7.99M | Buy |
257,858
+31,079
| +14% | +$963K | 3.99% | 7 |
|
|
2023
Q1 | $6.52M | Buy |
226,779
+37,400
| +20% | +$1.08M | 3.61% | 9 |
|
|
2022
Q4 | $5.12M | Buy |
+189,379
| New | +$5.12M | 3.15% | 13 |
|