Silver Oak Advisory Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Silver Oak Advisory Group’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$334K	Sell	4,058 -247	-6%	-$19.1K	0.13%	58
2026 Q1	$306K	Buy	4,305 +271	+7%	+$19.9K	0.13%	58
2025 Q4	$281K	Hold	4,034	–	–	0.13%	57
2025 Q3	$276K	Hold	4,034	–	–	0.12%	59
2025 Q2	$257K	Hold	4,034	–	–	0.12%	60
2025 Q1	$241K	Hold	4,034	–	–	0.13%	56
2024 Q4	$262K	Hold	4,034	–	–	0.14%	52
2024 Q3	$261K	Hold	4,034	–	–	0.13%	55
2024 Q2	$242K	Hold	4,034	–	–	0.13%	55
2024 Q1	$252K	Hold	4,034	–	–	0.14%	57
2023 Q4	$241K	Hold	4,034	–	–	0.14%	56
2023 Q3	$211K	Hold	4,034	–	–	0.14%	59
2023 Q2	$221K	Hold	4,034	–	–	0.14%	54
2023 Q1	$212K	Hold	4,034	–	–	0.14%	55
2022 Q4	$206K	Buy	+4,034	New	+$208K	0.15%	57
2022 Q2	–	Sell	-4,034	Closed	-$226K	–	57
2022 Q1	$226K	Hold	4,034	–	–	0.15%	53
2021 Q4	$242K	Buy	+4,034	New	+$244K	0.15%	52

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Silver Oak Advisory Group's DFAS Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 5.7% in Q2 2026, selling an estimated $19.1K and leaving 4,058 shares worth $334K. The position accounts for 0.13% of the portfolio, ranked #58.

Silver Oak Advisory Group first reported a position in DFAS in Q4 2021 and has held it in 17 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Silver Oak Advisory Group held 4,058 shares of U.S. Small Cap Portfolio ETF Class Shares worth $334K as of Q2 2026.
Silver Oak Advisory Group sold 247 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $19.1K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.13% of Silver Oak Advisory Group's portfolio in Q2 2026, its #58 holding.
Silver Oak Advisory Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 17 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

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