LFGO
Legacy Financial Group (Oklahoma)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
454,608
+5,029
| +1% | +$213K | 5.68% | 6 |
|
|
2025
Q1 | $18.5M | Buy |
449,579
+3,761
| +0.8% | +$155K | 5.95% | 5 |
|
|
2024
Q4 | $18.2M | Buy |
445,818
+6,231
| +1% | +$255K | 5.87% | 4 |
|
|
2024
Q3 | $18.2M | Buy |
439,587
+361
| +0.1% | +$14.9K | 6.18% | 4 |
|
|
2024
Q2 | $17.2M | Buy |
439,226
+1,844
| +0.4% | +$72.4K | 6.53% | 4 |
|
|
2024
Q1 | $17.9M | Buy |
437,382
+454
| +0.1% | +$18.6K | 7.04% | 4 |
|
|
2023
Q4 | $16.3M | Buy |
436,928
+10,798
| +3% | +$402K | 7.09% | 3 |
|
|
2023
Q3 | $14.5M | Buy |
426,130
+2,170
| +0.5% | +$73.8K | 7.15% | 4 |
|
|
2023
Q2 | $14.6M | Buy |
423,960
+885
| +0.2% | +$30.5K | 7.3% | 3 |
|
|
2023
Q1 | $14.2M | Buy |
423,075
+4,430
| +1% | +$148K | 7.83% | 3 |
|
|
2022
Q4 | $14M | Buy |
+418,645
| New | +$14M | 8.64% | 2 |
|