LFGO
Legacy Financial Group (Oklahoma)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
411,727
+20,298
| +5% | +$975K | 5.84% | 5 |
|
|
2025
Q1 | $18.6M | Buy |
391,429
+12,807
| +3% | +$609K | 5.97% | 4 |
|
|
2024
Q4 | $17.7M | Buy |
378,622
+22,992
| +6% | +$1.08M | 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% | +$757K | 5.93% | 6 |
|
|
2024
Q1 | $14.9M | Buy |
317,333
+42,423
| +15% | +$2M | 5.88% | 6 |
|
|
2023
Q4 | $12.9M | Buy |
274,910
+18,908
| +7% | +$889K | 5.64% | 6 |
|
|
2023
Q3 | $11.9M | Buy |
256,002
+16,955
| +7% | +$786K | 5.86% | 6 |
|
|
2023
Q2 | $11.1M | Buy |
239,047
+10,255
| +4% | +$475K | 5.53% | 6 |
|
|
2023
Q1 | $10.7M | Buy |
228,792
+92,800
| +68% | +$4.33M | 5.9% | 6 |
|
|
2022
Q4 | $6.27M | Buy |
+135,992
| New | +$6.27M | 3.86% | 9 |
|