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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
Q2 		$14.5M Buy
342,537
+9,255
+3% +$391K 3.37% 11
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 $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.8% in Q2 2026, buying an estimated $391K and bringing the position to 342,537 shares worth $14.5M. The position accounts for 3.37% of the portfolio, ranked #11.

Legacy Financial Group (Oklahoma) first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 342,537 shares of Dimensional Core Fixed Income ETF worth $14.5M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 9,255 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $391K.
  • Dimensional Core Fixed Income ETF made up 3.37% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 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 15 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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