LFGO
Legacy Financial Group (Oklahoma)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
623,712
+12,731
| +2% | +$374K | 5.41% | 7 |
|
|
2025
Q1 | $16M | Buy |
610,981
+38,439
| +7% | +$1.01M | 5.14% | 7 |
|
|
2024
Q4 | $14.2M | Buy |
572,542
+45,970
| +9% | +$1.14M | 4.58% | 7 |
|
|
2024
Q3 | $13.6M | Buy |
526,572
+70,643
| +15% | +$1.82M | 4.61% | 7 |
|
|
2024
Q2 | $11.6M | Buy |
455,929
+23,232
| +5% | +$591K | 4.39% | 7 |
|
|
2024
Q1 | $11M | Buy |
432,697
+52,291
| +14% | +$1.33M | 4.33% | 7 |
|
|
2023
Q4 | $9.29M | Buy |
380,406
+10,615
| +3% | +$259K | 4.05% | 7 |
|
|
2023
Q3 | $8.33M | Buy |
369,791
+35,858
| +11% | +$808K | 4.11% | 7 |
|
|
2023
Q2 | $7.78M | Buy |
333,933
+36,126
| +12% | +$842K | 3.89% | 9 |
|
|
2023
Q1 | $6.87M | Buy |
297,807
+48,147
| +19% | +$1.11M | 3.8% | 8 |
|
|
2022
Q4 | $5.39M | Buy |
+249,660
| New | +$5.39M | 3.32% | 10 |
|