Legacy Financial Group (Oklahoma)’s Dimensional US Equity ETF DFUS Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.6M	Buy	234,068 +7,074	+3%	+$524K	4.39%	9
2025 Q4	$16.8M	Buy	226,994 +2,451	+1%	+$180K	4.41%	9
2025 Q3	$16.3M	Buy	224,543 +8,528	+4%	+$594K	4.46%	9
2025 Q2	$14.5M	Buy	216,015 +8,764	+4%	+$543K	4.28%	9
2025 Q1	$12.5M	Buy	207,251 +21,580	+12%	+$1.38M	4.02%	9
2024 Q4	$11.8M	Buy	185,671 +12,146	+7%	+$779K	3.81%	9
2024 Q3	$10.7M	Buy	173,525 +23,979	+16%	+$1.44M	3.64%	10
2024 Q2	$8.8M	Buy	149,546 +10,256	+7%	+$583K	3.33%	10
2024 Q1	$7.94M	Buy	139,290 +14,981	+12%	+$811K	3.12%	11
2023 Q4	$6.44M	Buy	124,309 +11,707	+10%	+$567K	2.81%	13
2023 Q3	$5.24M	Buy	112,602 +6,578	+6%	+$318K	2.59%	17
2023 Q2	$5.11M	Buy	106,024 +3,373	+3%	+$153K	2.55%	17
2023 Q1	$4.56M	Buy	102,651 +526	+0.5%	+$22.8K	2.52%	17
2022 Q4	$4.25M	Buy	+102,125	New	+$4.27M	2.62%	15

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s DFUS Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) increased its Dimensional US Equity ETF (DFUS) stake by 3.1% in Q1 2026, buying an estimated $524K and bringing the position to 234,068 shares worth $16.6M. The position accounts for 4.39% of the portfolio, ranked #9.

Legacy Financial Group (Oklahoma) first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.8M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Legacy Financial Group (Oklahoma) held 234,068 shares of Dimensional US Equity ETF worth $16.6M as of Q1 2026.
Legacy Financial Group (Oklahoma) bought 7,074 Dimensional US Equity ETF shares in Q1 2026, an estimated $524K.
Dimensional US Equity ETF made up 4.39% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #9 holding.
Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Financial Group (Oklahoma)'s Dimensional US Equity ETF position peaked at $16.8M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.