LF

LEGACY FINANCIAL GROUP, INC.

13F
LEGACY FINANCIAL GROUP, INC.
Last update 2025-05-01 82 Stocks (6 new)
Value $312.00 Mil Turnover 4 %
Countries:
Top Holdings: VUG(9.26%)AVUS(8.36%)DFAC(6.13%)DFSD(5.97%)DFUV(5.95%)
Summary Stock Picks Current Portfolio
LEGACY FINANCIAL GROUP, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
77,799
28,849.5
+0.55%
9.260
+0.05%
0.020
+24.48%
+7.99%
152,484.2
 
AVUS
Avantis U.S. Equity ETF
281,866
26,038.8
+8.94%
8.360
+0.69%
0.340
+16.63%
+6.48%
8,883.6
 
DFAC
Dimensional U.S. Core Equity 2 ETF
579,333
19,112.2
-1.52%
6.130
-0.10%
0.060
+16.14%
+6.19%
35,430.1
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
391,429
18,600.7
+3.38%
5.970
+0.20%
0.420
+1.35%
+3.71%
4,784.9
 
DFUV
Dimensional US Marketwide Value ETF
449,579
18,527.2
+0.84%
5.950
+0.05%
0.170
+10.39%
+6.45%
11,817.5
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
581,196
18,150.8
+0.39%
5.830
+0.02%
0.200
+14.28%
+20.68%
10,534.3
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
610,981
16,007.7
+6.71%
5.140
+0.32%
0.210
+15.95%
+20.83%
8,822.9
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
436,312
14,459.4
+3.96%
4.640
+0.18%
0.190
+13.49%
+7.74%
8,800.8
 
DFUS
Dimensional U.S. Equity Market ETF
207,251
12,534.5
+11.62%
4.020
+0.42%
0.090
+17.42%
+7.14%
15,754.6
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
310,926
11,952.0
+8.00%
3.840
+0.28%
0.160
+16.97%
+6.75%
8,553.7
 

LEGACY FINANCIAL GROUP, INC.'s Historical Top Holdings Breakdowns

LEGACY FINANCIAL GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVUS
Avantis U.S. Equity ETF
2025-03-31
Add
Add
+0.69%
●
90.7 ($97.44) 101.57
$102.57
5.26%
Add 8.94%
281,866
23,128
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+0.42%
●
59.61 ($63.9) 66.74
$67.97
6.36%
Add 11.62%
207,251
21,580
WMT
Walmart Inc
2025-03-31
Add
Add
+0.38%
●
84.5 ($93.81) 105.05
$98.00
4.47%
Add 129.61%
23,749
13,406
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.32%
●
24.45 ($25.96) 27.21
$29.59
13.97%
Add 6.71%
610,981
38,439
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+0.28%
●
37.84 ($40.57) 42.31
$43.01
6.00%
Add 8%
310,926
23,030
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.22%
●
40.79 ($41.67) 42.32
$42.15
1.14%
Add 6.26%
275,409
16,222
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.21%
●
48.33 ($48.9) 49.5
$49.35
0.93%
Add 7.44%
190,557
13,198
WMB
Williams Companies Inc
2025-03-31
Add
Add
+0.21%
●
54.02 ($57.24) 61.09
$58.60
2.38%
Add 95.78%
23,312
11,405
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.20%
●
46.74 ($47.22) 47.57
$47.95
1.54%
Add 3.38%
391,429
12,807
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.18%
●
32.57 ($34.36) 35.83
$36.20
5.34%
Add 3.96%
436,312
16,619

LEGACY FINANCIAL GROUP, INC. Total Holding History ($B)

To

LEGACY FINANCIAL GROUP, INC.'s Asset Allocation

To

LEGACY FINANCIAL GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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LEGACY FINANCIAL GROUP, INC.'s Hypothetical Growth since 2025-03-31

LEGACY FINANCIAL GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

LEGACY FINANCIAL GROUP, INC.'s Holdings Heat Map

Size field:

LEGACY FINANCIAL GROUP, INC.'s Holdings Bubble Chart

LEGACY FINANCIAL GROUP, INC. News

  • 1

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