LFGO
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
Q2 		$25.7M Buy
538,926
+71,612
+15% +$3.43M 6.01% 3
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 $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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 15% in Q2 2026, buying an estimated $3.43M and bringing the position to 538,926 shares worth $25.7M. The position accounts for 6.01% of the portfolio, ranked #3.

Legacy Financial Group (Oklahoma) first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 538,926 shares of Dimensional Short-Duration Fixed Income ETF worth $25.7M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 71,612 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $3.43M.
  • Dimensional Short-Duration Fixed Income ETF made up 6.01% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #3 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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