LFGO
Legacy Financial Group (Oklahoma)’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
73,342
-4,974
| -6% | -$146K | 0.64% | 32 |
|
|
2025
Q1 | $2.2M | Buy |
78,316
+1,207
| +2% | +$34K | 0.71% | 29 |
|
|
2024
Q4 | $2.37M | Buy |
77,109
+3,593
| +5% | +$111K | 0.76% | 29 |
|
|
2024
Q3 | $2.23M | Buy |
73,516
+5,639
| +8% | +$171K | 0.76% | 29 |
|
|
2024
Q2 | $1.95M | Buy |
67,877
+6,445
| +10% | +$185K | 0.74% | 28 |
|
|
2024
Q1 | $1.85M | Buy |
61,432
+14,257
| +30% | +$429K | 0.73% | 28 |
|
|
2023
Q4 | $1.37M | Buy |
47,175
+9,152
| +24% | +$267K | 0.6% | 31 |
|
|
2023
Q3 | $964K | Buy |
38,023
+6,843
| +22% | +$173K | 0.48% | 30 |
|
|
2023
Q2 | $801K | Buy |
+31,180
| New | +$801K | 0.4% | 32 |
|