LFGO
Legacy Financial Group (Oklahoma)’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Buy |
228,760
+25,702
| +13% | +$797K | 2.1% | 15 |
|
|
2025
Q1 | $6.21M | Buy |
203,058
+14,373
| +8% | +$439K | 1.99% | 15 |
|
|
2024
Q4 | $5.67M | Buy |
188,685
+20,099
| +12% | +$604K | 1.82% | 17 |
|
|
2024
Q3 | $5.17M | Buy |
168,586
+21,555
| +15% | +$661K | 1.76% | 17 |
|
|
2024
Q2 | $4.25M | Buy |
147,031
+21,173
| +17% | +$612K | 1.61% | 19 |
|
|
2024
Q1 | $3.77M | Buy |
125,858
+20,296
| +19% | +$609K | 1.49% | 19 |
|
|
2023
Q4 | $2.86M | Buy |
105,562
+39,697
| +60% | +$1.07M | 1.25% | 23 |
|
|
2023
Q3 | $1.63M | Buy |
65,865
+27,729
| +73% | +$688K | 0.81% | 25 |
|
|
2023
Q2 | $969K | Buy |
38,136
+27,559
| +261% | +$700K | 0.48% | 29 |
|
|
2023
Q1 | $260K | Buy |
+10,577
| New | +$260K | 0.14% | 50 |
|