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Legacy Financial Group (Oklahoma)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.9M Sell
452,004
-16,032
-3% -$842K 5.8% 4
2026
Q1 		$22.7M Sell
468,036
-3,333
-0.7% -$163K 5.99% 3
2025
Q4 		$22M Buy
471,369
+8,886
+2% +$403K 5.76% 4
2025
Q3 		$20.7M Buy
462,483
+7,875
+2% +$343K 5.67% 5
2025
Q2 		$19.2M Buy
454,608
+5,029
+1% +$202K 5.68% 6
2025
Q1 		$18.5M Buy
449,579
+3,761
+0.8% +$158K 5.95% 5
2024
Q4 		$18.2M Buy
445,818
+6,231
+1% +$264K 5.87% 4
2024
Q3 		$18.2M Buy
439,587
+361
+0.1% +$14.6K 6.18% 4
2024
Q2 		$17.2M Buy
439,226
+1,844
+0.4% +$73K 6.53% 4
2024
Q1 		$17.9M Buy
437,382
+454
+0.1% +$17.3K 7.04% 4
2023
Q4 		$16.3M Buy
436,928
+10,798
+3% +$372K 7.09% 3
2023
Q3 		$14.5M Buy
426,130
+2,170
+0.5% +$76K 7.15% 4
2023
Q2 		$14.6M Buy
423,960
+885
+0.2% +$29.6K 7.3% 3
2023
Q1 		$14.2M Buy
423,075
+4,430
+1% +$152K 7.83% 3
2022
Q4 		$14M Buy
+418,645
New +$13.9M 8.64% 2

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.4% in Q2 2026, selling an estimated $842K and leaving 452,004 shares worth $24.9M. The position accounts for 5.8% of the portfolio, ranked #4.

Legacy Financial Group (Oklahoma) first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 452,004 shares of Dimensional US Marketwide Value ETF worth $24.9M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 16,032 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $842K.
  • Dimensional US Marketwide Value ETF made up 5.8% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #4 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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