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Legacy Financial Group (Oklahoma)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1M Buy
333,282
+8,300
+3% +$354K 3.72% 11
2025
Q4 		$13.8M Buy
324,982
+18,172
+6% +$778K 3.63% 11
2025
Q3 		$13.1M Buy
306,810
+12,111
+4% +$514K 3.6% 11
2025
Q2 		$12.5M Buy
294,699
+19,290
+7% +$804K 3.68% 11
2025
Q1 		$11.6M Buy
275,409
+16,222
+6% +$676K 3.72% 11
2024
Q4 		$10.7M Buy
259,187
+11,955
+5% +$503K 3.44% 11
2024
Q3 		$10.4M Buy
247,232
+39,574
+19% +$1.69M 3.53% 11
2024
Q2 		$8.63M Buy
207,658
+19,635
+10% +$814K 3.27% 12
2024
Q1 		$7.89M Buy
188,023
+34,548
+23% +$1.45M 3.1% 12
2023
Q4 		$6.51M Buy
153,475
+6,106
+4% +$250K 2.84% 12
2023
Q3 		$5.95M Buy
147,369
+6,075
+4% +$251K 2.94% 13
2023
Q2 		$5.9M Buy
141,294
+8,101
+6% +$342K 2.94% 14
2023
Q1 		$5.66M Buy
133,193
+66,197
+99% +$2.8M 3.13% 14
2022
Q4 		$2.78M Buy
+66,996
New +$2.77M 1.71% 18

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.6% in Q1 2026, buying an estimated $354K and bringing the position to 333,282 shares worth $14.1M. The position accounts for 3.72% of the portfolio, ranked #11.

Legacy Financial Group (Oklahoma) first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 333,282 shares of Dimensional Core Fixed Income ETF worth $14.1M as of Q1 2026.
  • Legacy Financial Group (Oklahoma) bought 8,300 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $354K.
  • Dimensional Core Fixed Income ETF made up 3.72% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #11 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

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