LFGO
DFSV

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

Legacy Financial Group (Oklahoma)’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.88M Buy
74,160
+72
+0.1% +$2.69K 0.67% 29
2026
Q1 		$2.6M Sell
74,088
-553
-0.7% -$19.5K 0.69% 30
2025
Q4 		$2.45M Buy
74,641
+607
+0.8% +$19.5K 0.64% 32
2025
Q3 		$2.36M Buy
74,034
+692
+0.9% +$21.6K 0.65% 31
2025
Q2 		$2.16M Sell
73,342
-4,974
-6% -$138K 0.64% 32
2025
Q1 		$2.2M Buy
78,316
+1,207
+2% +$36.5K 0.71% 29
2024
Q4 		$2.37M Buy
77,109
+3,593
+5% +$114K 0.76% 29
2024
Q3 		$2.23M Buy
73,516
+5,639
+8% +$169K 0.76% 29
2024
Q2 		$1.95M Buy
67,877
+6,445
+10% +$187K 0.74% 28
2024
Q1 		$1.85M Buy
61,432
+14,257
+30% +$407K 0.73% 28
2023
Q4 		$1.37M Buy
47,175
+9,152
+24% +$237K 0.6% 31
2023
Q3 		$964K Buy
38,023
+6,843
+22% +$181K 0.48% 30
2023
Q2 		$801K Buy
+31,180
New +$763K 0.4% 32

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.1% in Q2 2026, buying an estimated $2.69K and bringing the position to 74,160 shares worth $2.88M. The position accounts for 0.67% of the portfolio, ranked #29.

Legacy Financial Group (Oklahoma) first reported a position in DFSV in Q2 2023 and has held it in 13 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 74,160 shares of Dimensional US Small Cap Value ETF worth $2.88M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 72 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $2.69K.
  • Dimensional US Small Cap Value ETF made up 0.67% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #29 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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