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DFSD

Legacy Financial Group (Oklahoma)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.4M Buy
467,314
+12,886
+3% +$620K 5.91% 4
2025
Q4 		$21.8M Buy
454,428
+30,102
+7% +$1.45M 5.71% 5
2025
Q3 		$20.4M Buy
424,326
+12,599
+3% +$606K 5.61% 6
2025
Q2 		$19.8M Buy
411,727
+20,298
+5% +$967K 5.84% 5
2025
Q1 		$18.6M Buy
391,429
+12,807
+3% +$605K 5.97% 4
2024
Q4 		$17.7M Buy
378,622
+22,992
+6% +$1.09M 5.72% 5
2024
Q3 		$16.8M Buy
355,630
+22,187
+7% +$1.05M 5.71% 6
2024
Q2 		$15.7M Buy
333,443
+16,110
+5% +$756K 5.93% 6
2024
Q1 		$14.9M Buy
317,333
+42,423
+15% +$1.99M 5.88% 6
2023
Q4 		$12.9M Buy
274,910
+18,908
+7% +$881K 5.64% 6
2023
Q3 		$11.9M Buy
256,002
+16,955
+7% +$788K 5.86% 6
2023
Q2 		$11.1M Buy
239,047
+10,255
+4% +$478K 5.53% 6
2023
Q1 		$10.7M Buy
228,792
+92,800
+68% +$4.31M 5.9% 6
2022
Q4 		$6.27M Buy
+135,992
New +$6.25M 3.86% 9

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.8% in Q1 2026, buying an estimated $620K and bringing the position to 467,314 shares worth $22.4M. The position accounts for 5.91% of the portfolio, ranked #4.

Legacy Financial Group (Oklahoma) first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 467,314 shares of Dimensional Short-Duration Fixed Income ETF worth $22.4M as of Q1 2026.
  • Legacy Financial Group (Oklahoma) bought 12,886 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $620K.
  • Dimensional Short-Duration Fixed Income ETF made up 5.91% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #4 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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