LEGACY FINANCIAL GROUP, INC.
CIK 1965579 · Holdings on Jun 30, 2026 · First reported Jul 30, 2026
Top ten holdings
Q2 2026- AVUS11.66%
- VUG8.52%
- DFSD6.01%
- DFUV5.80%
- DFAX5.73%
- DFAC5.29%
- DFAI5.23%
- DUHP4.96%
- DFUS4.77%
- DFAU3.75%
Share classes counted separately61.72%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVUSWeight increased · +0.98 pp10.68% → 11.66%Shares +26.70K (+7.35%)
- DFAIWeight decreased · -0.58 pp5.81% → 5.23%Shares -21.04K (-3.73%)
- DFUSWeight increased · +0.38 pp4.39% → 4.77%Shares +15.28K (+6.53%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $49.96M | 11.66% | 390.06K shares | 10.68% → 11.66%+0.98 pp +26.70K (+7.35%) | Added | ▾ |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $36.52M | 8.52% | 423.93K shares | 8.38% → 8.52%+0.14 pp +351.35K (+484.09%) | Added | ▾ |
| 03 | DFSDDIMENSIONAL SHORT DURATIONSHOR DUR FIX ETF View history and evidence | $25.73M | 6.01% | 538.93K shares | 5.91% → 6.01%+0.10 pp +71.61K (+15.32%) | Added | ▾ |
| 04 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $24.86M | 5.80% | 452.00K shares | 5.99% → 5.80%-0.19 pp -16.03K (-3.43%) | Reduced | ▾ |
| 05 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $24.57M | 5.73% | 667.00K shares | 5.79% → 5.73%-0.06 pp +21.91K (+3.40%) | Added | ▾ |
| 06 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $22.69M | 5.29% | 511.47K shares | 5.64% → 5.29%-0.35 pp -38.06K (-6.93%) | Reduced | ▾ |
| 07 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $22.40M | 5.23% | 542.95K shares | 5.81% → 5.23%-0.58 pp -21.04K (-3.73%) | Reduced | ▾ |
| 08 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROF ETF View history and evidence | $21.25M | 4.96% | 509.32K shares | 4.86% → 4.96%+0.10 pp +8.55K (+1.71%) | Added | ▾ |
| 09 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUI MARK ETF View history and evidence | $20.43M | 4.77% | 249.35K shares | 4.39% → 4.77%+0.38 pp +15.28K (+6.53%) | Added | ▾ |
| 10 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $16.05M | 3.75% | 310.60K shares | 3.93% → 3.75%-0.18 pp -18.89K (-5.73%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| COP CONOCOPHILLIPS | Non-derivative | -2,171 | -$286.60K | SEC filing ↗ | SEC filing ↗ |
| LYG LLOYDS BANKING GROUP PLC-ADR | Non-derivative | -13,581 | -$68.31K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965579 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 428533906
}Research all 104 reported holdings.
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