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
+27.48%
+9.52%
167,127.0
 
AVUS
Avantis U.S. Equity ETF
281,866
26,038.8
+8.94%
8.360
+0.69%
0.340
+18.90%
+6.42%
8,878.4
 
DFAC
Dimensional U.S. Core Equity 2 ETF
579,333
19,112.2
-1.52%
6.130
-0.10%
0.060
+18.73%
+6.19%
35,543.3
 
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
+1.91%
+3.85%
4,858.6
 
DFUV
Dimensional US Marketwide Value ETF
449,579
18,527.2
+0.84%
5.950
+0.05%
0.170
+12.26%
+4.97%
11,649.0
 
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
+11.63%
+19.30%
10,458.8
 
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
+15.18%
+20.40%
8,874.0
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
436,312
14,459.4
+3.96%
4.640
+0.18%
0.190
+15.80%
+7.66%
8,829.1
 
DFUS
Dimensional U.S. Equity Market ETF
207,251
12,534.5
+11.62%
4.020
+0.42%
0.090
+20.05%
+7.40%
15,782.0
 
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
+19.82%
+7.01%
8,716.9
 

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
$102.51
5.20%
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
$68.13
6.62%
Add 11.62%
207,251
21,580
WMT
Walmart Inc
2025-03-31
Add
Add
+0.38%
●
84.5 ($93.81) 105.05
$95.05
1.32%
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
$29.48
13.56%
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
$43.11
6.26%
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
$41.99
0.77%
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
$49.19
0.59%
Add 7.44%
190,557
13,198
WMB
Williams Companies Inc
2025-03-31
Add
Add
+0.21%
●
54.02 ($57.24) 61.09
$59.35
3.69%
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
$48.01
1.67%
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
$36.17
5.27%
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

  • 1

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

Discussions on LEGACY FINANCIAL GROUP, INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.