LFGO
DFUS

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
Q2 		$20.4M Buy
249,348
+15,280
+7% +$1.21M 4.77% 9
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
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) increased its Dimensional US Equity ETF (DFUS) stake by 6.5% in Q2 2026, buying an estimated $1.21M and bringing the position to 249,348 shares worth $20.4M. The position accounts for 4.77% of the portfolio, ranked #9.

Legacy Financial Group (Oklahoma) first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 249,348 shares of Dimensional US Equity ETF worth $20.4M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 15,280 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.21M.
  • Dimensional US Equity ETF made up 4.77% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 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 15 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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