Legacy Financial Group (Oklahoma)’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.42M	Buy	96,306 +2,709	+3%	+$98.5K	0.9%	23
2025 Q4	$3.23M	Buy	93,597 +8,791	+10%	+$293K	0.85%	23
2025 Q3	$2.78M	Buy	84,806 +3,119	+4%	+$99.5K	0.76%	29
2025 Q2	$2.54M	Buy	81,687 +17,914	+28%	+$525K	0.75%	28
2025 Q1	$1.77M	Buy	63,773 +6,029	+10%	+$165K	0.57%	33
2024 Q4	$1.49M	Buy	57,744 +21,435	+59%	+$575K	0.48%	33
2024 Q3	$971K	Buy	36,309 +3,009	+9%	+$81.5K	0.33%	35
2024 Q2	$875K	Buy	33,300 +1,828	+6%	+$48.7K	0.33%	34
2024 Q1	$842K	Buy	31,472 +672	+2%	+$17.2K	0.33%	35
2023 Q4	$786K	Buy	+30,800	New	+$733K	0.34%	32

Other funds holding DFIC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

SFS

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 2.9% in Q1 2026, buying an estimated $98.5K and bringing the position to 96,306 shares worth $3.42M. The position accounts for 0.9% of the portfolio, ranked #23.

Legacy Financial Group (Oklahoma) first reported a position in DFIC in Q4 2023 and has held it in 10 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

Legacy Financial Group (Oklahoma) held 96,306 shares of Dimensional International Core Equity 2 ETF worth $3.42M as of Q1 2026.
Legacy Financial Group (Oklahoma) bought 2,709 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $98.5K.
Dimensional International Core Equity 2 ETF made up 0.9% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #23 holding.
Legacy Financial Group (Oklahoma) first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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