LFGO
Legacy Financial Group (Oklahoma)’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
4,653
-1,465
| -24% | -$74.3K | 0.07% | 74 |
|
|
2025
Q1 | $310K | Sell |
6,118
-570
| -9% | -$28.9K | 0.1% | 62 |
|
|
2024
Q4 | $338K | Sell |
6,688
-1,229
| -16% | -$62.2K | 0.11% | 62 |
|
|
2024
Q3 | $401K | Buy |
7,917
+1,212
| +18% | +$61.4K | 0.14% | 52 |
|
|
2024
Q2 | $340K | Buy |
6,705
+2,581
| +63% | +$131K | 0.13% | 53 |
|
|
2024
Q1 | $209K | Sell |
4,124
-459
| -10% | -$23.2K | 0.08% | 70 |
|
|
2023
Q4 | $231K | Buy |
+4,583
| New | +$231K | 0.1% | 64 |
|