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 Q2	$21.6M	Buy	486,000 +21,418	+5%	+$916K	8.5%	3
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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: Q2 2026 in Review

Silver Oak Advisory Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.6% in Q2 2026, buying an estimated $916K and bringing the position to 486,000 shares worth $21.6M. The position accounts for 8.5% of the portfolio, ranked #3.

Silver Oak Advisory Group first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Silver Oak Advisory Group held 486,000 shares of Dimensional US Core Equity 2 ETF worth $21.6M as of Q2 2026.
Silver Oak Advisory Group bought 21,418 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $916K.
Dimensional US Core Equity 2 ETF made up 8.5% of Silver Oak Advisory Group's portfolio in Q2 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 19 quarters since.
1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.