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Legacy Financial Group (Oklahoma)’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.2M Buy
286,884
+12,134
+4% +$437K 2.71% 13
2025
Q4 		$9.4M Buy
274,750
+34,315
+14% +$1.14M 2.46% 14
2025
Q3 		$7.91M Buy
240,435
+11,675
+5% +$373K 2.17% 15
2025
Q2 		$7.1M Buy
228,760
+25,702
+13% +$761K 2.1% 15
2025
Q1 		$6.21M Buy
203,058
+14,373
+8% +$444K 1.99% 15
2024
Q4 		$5.67M Buy
188,685
+20,099
+12% +$629K 1.82% 17
2024
Q3 		$5.17M Buy
168,586
+21,555
+15% +$642K 1.76% 17
2024
Q2 		$4.25M Buy
147,031
+21,173
+17% +$616K 1.61% 19
2024
Q1 		$3.77M Buy
125,858
+20,296
+19% +$566K 1.49% 19
2023
Q4 		$2.86M Buy
105,562
+39,697
+60% +$999K 1.25% 23
2023
Q3 		$1.63M Buy
65,865
+27,729
+73% +$711K 0.81% 25
2023
Q2 		$969K Buy
38,136
+27,559
+261% +$677K 0.48% 29
2023
Q1 		$260K Buy
+10,577
New +$266K 0.14% 50

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.4% in Q1 2026, buying an estimated $437K and bringing the position to 286,884 shares worth $10.2M. The position accounts for 2.71% of the portfolio, ranked #13.

Legacy Financial Group (Oklahoma) first reported a position in DFLV in Q1 2023 and has held it in 13 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 286,884 shares of Dimensional US Large Cap Value ETF worth $10.2M as of Q1 2026.
  • Legacy Financial Group (Oklahoma) bought 12,134 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $437K.
  • Dimensional US Large Cap Value ETF made up 2.71% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #13 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

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