LFGO
Legacy Financial Group (Oklahoma)’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
216,015
+8,764
| +4% | +$587K | 4.28% | 9 |
|
|
2025
Q1 | $12.5M | Buy |
207,251
+21,580
| +12% | +$1.31M | 4.02% | 9 |
|
|
2024
Q4 | $11.8M | Buy |
185,671
+12,146
| +7% | +$774K | 3.81% | 9 |
|
|
2024
Q3 | $10.7M | Buy |
173,525
+23,979
| +16% | +$1.48M | 3.64% | 10 |
|
|
2024
Q2 | $8.8M | Buy |
149,546
+10,256
| +7% | +$604K | 3.33% | 10 |
|
|
2024
Q1 | $7.94M | Buy |
139,290
+14,981
| +12% | +$854K | 3.12% | 11 |
|
|
2023
Q4 | $6.44M | Buy |
124,309
+11,707
| +10% | +$607K | 2.81% | 13 |
|
|
2023
Q3 | $5.24M | Buy |
112,602
+6,578
| +6% | +$306K | 2.59% | 17 |
|
|
2023
Q2 | $5.11M | Buy |
106,024
+3,373
| +3% | +$162K | 2.55% | 17 |
|
|
2023
Q1 | $4.56M | Buy |
102,651
+526
| +0.5% | +$23.4K | 2.52% | 17 |
|
|
2022
Q4 | $4.25M | Buy |
+102,125
| New | +$4.25M | 2.62% | 15 |
|