SOAG
DFAC icon

Silver Oak Advisory Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Silver Oak Advisory Group’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.1M Buy
464,582
+64,161
+16% +$2.58M 7.79% 3
2025
Q4 		$15.9M Buy
400,421
+2,523
+0.6% +$98.5K 7.17% 4
2025
Q3 		$15.3M Buy
397,898
+40,072
+11% +$1.5M 6.94% 4
2025
Q2 		$12.8M Buy
357,826
+21,725
+6% +$725K 6.21% 4
2025
Q1 		$11.1M Sell
336,101
-1,262
-0.4% -$43.8K 5.89% 5
2024
Q4 		$11.7M Sell
337,363
-5,062
-1% -$178K 6.17% 5
2024
Q3 		$11.7M Buy
342,425
+3,372
+1% +$111K 6.02% 5
2024
Q2 		$10.9M Buy
339,053
+13,500
+4% +$426K 6.07% 5
2024
Q1 		$10.4M Buy
325,553
+10,074
+3% +$304K 5.84% 5
2023
Q4 		$9.22M Buy
315,479
+7,352
+2% +$199K 5.42% 5
2023
Q3 		$8.07M Buy
308,127
+13,329
+5% +$364K 5.23% 5
2023
Q2 		$8M Buy
294,798
+7,293
+3% +$188K 5.23% 5
2023
Q1 		$7.33M Buy
287,505
+13,417
+5% +$340K 4.92% 5
2022
Q4 		$6.65M Sell
274,088
-5,110
-2% -$124K 4.69% 6
2022
Q3 		$6.21M Buy
279,198
+38,572
+16% +$947K 4.65% 6
2022
Q2 		$5.61M Sell
240,626
-5,030
-2% -$127K 3.97% 9
2022
Q1 		$6.78M Buy
245,656
+1,557
+0.6% +$42.6K 4.42% 9
2021
Q4 		$7.07M Buy
+244,099
New +$6.89M 4.48% 8

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Silver Oak Advisory Group's DFAC Position: Q1 2026 in Review

Silver Oak Advisory Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 16% in Q1 2026, buying an estimated $2.58M and bringing the position to 464,582 shares worth $18.1M. The position accounts for 7.79% of the portfolio, ranked #3.

Silver Oak Advisory Group first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Silver Oak Advisory Group held 464,582 shares of Dimensional US Core Equity 2 ETF worth $18.1M as of Q1 2026.
  • Silver Oak Advisory Group bought 64,161 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.58M.
  • Dimensional US Core Equity 2 ETF made up 7.79% of Silver Oak Advisory Group's portfolio in Q1 2026, its #3 holding.
  • Silver Oak Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.