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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.71% in Q1 2026, selling an estimated $163K and leaving 468,036 shares worth $22.7M. The position accounts for 5.99% of the portfolio, ranked #3.

Legacy Financial Group (Oklahoma) first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Legacy Financial Group (Oklahoma) held 468,036 shares of Dimensional US Marketwide Value ETF worth $22.7M as of Q1 2026.
Legacy Financial Group (Oklahoma) sold 3,333 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $163K.
Dimensional US Marketwide Value ETF made up 5.99% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #3 holding.
Legacy Financial Group (Oklahoma) first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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