Silver Oak Advisory Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Buy	+7,600	New	+$357K	0.15%	55
2024 Q4	–	Sell	-12,300	Closed	-$488K	–	66
2024 Q3	$488K	Sell	12,300 -519	-4%	-$19.8K	0.25%	41
2024 Q2	$480K	Hold	12,819	–	–	0.27%	38
2024 Q1	$469K	Hold	12,819	–	–	0.26%	40
2023 Q4	$426K	Hold	12,819	–	–	0.25%	39
2023 Q3	$383K	Hold	12,819	–	–	0.25%	40
2023 Q2	$397K	Buy	12,819 +4,598	+56%	+$135K	0.26%	35
2023 Q1	$236K	Buy	8,221 +95	+1%	+$2.69K	0.16%	50
2022 Q4	$219K	Buy	+8,126	New	+$221K	0.15%	53

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $316M AUM

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

Silver Oak Advisory Group opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q1 2026: 7,600 shares worth $342K. The stake represents 0.15% of the portfolio and ranks #55 among its holdings. This is a return to the name: Silver Oak Advisory Group previously reported a position in DFAU as recently as Q3 2024.

Silver Oak Advisory Group first reported a position in DFAU in Q4 2022 and has held it in 9 quarters since. The position peaked at $488K in Q3 2024. 572 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Silver Oak Advisory Group held 7,600 shares of Dimensional US Core Equity Market ETF worth $342K as of Q1 2026.
Dimensional US Core Equity Market ETF was a new Silver Oak Advisory Group position in Q1 2026.
Dimensional US Core Equity Market ETF made up 0.15% of Silver Oak Advisory Group's portfolio in Q1 2026, its #55 holding.
Silver Oak Advisory Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 9 quarters since.
Silver Oak Advisory Group's Dimensional US Core Equity Market ETF position peaked at $488K in Q3 2024.
572 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

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