Legacy Financial Group (Oklahoma)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.9M	Sell	645,085 -1,317	-0.2%	-$45.8K	5.79%	6
2025 Q4	$21.2M	Buy	646,402 +14,610	+2%	+$466K	5.55%	7
2025 Q3	$19.8M	Buy	631,792 +8,080	+1%	+$245K	5.43%	7
2025 Q2	$18.3M	Buy	623,712 +12,731	+2%	+$350K	5.41%	7
2025 Q1	$16M	Buy	610,981 +38,439	+7%	+$998K	5.14%	7
2024 Q4	$14.2M	Buy	572,542 +45,970	+9%	+$1.19M	4.58%	7
2024 Q3	$13.6M	Buy	526,572 +70,643	+15%	+$1.83M	4.61%	7
2024 Q2	$11.6M	Buy	455,929 +23,232	+5%	+$594K	4.39%	7
2024 Q1	$11M	Buy	432,697 +52,291	+14%	+$1.28M	4.33%	7
2023 Q4	$9.29M	Buy	380,406 +10,615	+3%	+$243K	4.05%	7
2023 Q3	$8.33M	Buy	369,791 +35,858	+11%	+$839K	4.11%	7
2023 Q2	$7.78M	Buy	333,933 +36,126	+12%	+$841K	3.89%	9
2023 Q1	$6.87M	Buy	297,807 +48,147	+19%	+$1.1M	3.8%	8
2022 Q4	$5.39M	Buy	+249,660	New	+$5.19M	3.32%	10

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s DFAX Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.2% in Q1 2026, selling an estimated $45.8K and leaving 645,085 shares worth $21.9M. The position accounts for 5.79% of the portfolio, ranked #6.

Legacy Financial Group (Oklahoma) first reported a position in DFAX in Q4 2022 and has held it in 14 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Legacy Financial Group (Oklahoma) held 645,085 shares of Dimensional World ex US Core Equity 2 ETF worth $21.9M as of Q1 2026.
Legacy Financial Group (Oklahoma) sold 1,317 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $45.8K.
Dimensional World ex US Core Equity 2 ETF made up 5.79% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #6 holding.
Legacy Financial Group (Oklahoma) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.