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Legacy Financial Group (Oklahoma)’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.68M Buy
115,280
+6,252
+6% +$246K 1.09% 20
2026
Q1 		$3.77M Buy
109,028
+636
+0.6% +$22.6K 1% 22
2025
Q4 		$3.59M Buy
108,392
+497
+0.5% +$16.2K 0.94% 22
2025
Q3 		$3.46M Buy
107,895
+3,982
+4% +$123K 0.95% 22
2025
Q2 		$3.08M Buy
103,913
+2,734
+3% +$75.2K 0.91% 26
2025
Q1 		$2.68M Buy
101,179
+4,921
+5% +$131K 0.86% 25
2024
Q4 		$2.52M Buy
96,258
+11,303
+13% +$307K 0.81% 28
2024
Q3 		$2.31M Buy
84,955
+12,709
+18% +$341K 0.78% 28
2024
Q2 		$1.93M Buy
72,246
+3,630
+5% +$95.2K 0.73% 29
2024
Q1 		$1.75M Buy
68,616
+1,764
+3% +$43.7K 0.69% 29
2023
Q4 		$1.67M Buy
66,852
+21,188
+46% +$501K 0.73% 28
2023
Q3 		$1.06M Buy
45,664
+245
+0.5% +$5.92K 0.53% 29
2023
Q2 		$1.09M Buy
45,419
+277
+0.6% +$6.57K 0.55% 28
2023
Q1 		$1.06M Sell
45,142
-1,817
-4% -$42.9K 0.59% 26
2022
Q4 		$1.05M Buy
+46,959
New +$1.02M 0.65% 26

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.7% in Q2 2026, buying an estimated $246K and bringing the position to 115,280 shares worth $4.68M. The position accounts for 1.09% of the portfolio, ranked #20.

Legacy Financial Group (Oklahoma) first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 115,280 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $4.68M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 6,252 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $246K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.09% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #20 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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