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Legacy Financial Group (Oklahoma)’s Dimensional World Equity ETF DFAW Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Buy
18,419
+5,827
+46% +$470K 0.36% 37
2026
Q1 		$929K Buy
12,592
+2,923
+30% +$223K 0.25% 41
2025
Q4 		$715K Buy
9,669
+2,410
+33% +$175K 0.19% 45
2025
Q3 		$522K Buy
+7,259
New +$505K 0.14% 49

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) increased its Dimensional World Equity ETF (DFAW) stake by 46% in Q2 2026, buying an estimated $470K and bringing the position to 18,419 shares worth $1.52M. The position accounts for 0.36% of the portfolio, ranked #37.

Legacy Financial Group (Oklahoma) first reported a position in DFAW in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 18,419 shares of Dimensional World Equity ETF worth $1.52M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 5,827 Dimensional World Equity ETF shares in Q2 2026, an estimated $470K.
  • Dimensional World Equity ETF made up 0.36% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #37 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional World Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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