Silver Oak Advisory Group
DFAW icon

Silver Oak Advisory Group’s Dimensional World Equity ETF DFAW Stock Holding History

Silver Oak Advisory Group’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$326K Hold
3,966
– – 0.13% 62
2026
Q2 		$328K Buy
3,966
+1
+0% +$81 0.13% 60
2026
Q1 		$292K Buy
3,965
+112
+3% +$8.53K 0.13% 60
2025
Q4 		$285K Buy
+3,853
New +$280K 0.13% 56

Other funds holding DFAW

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
McMill Wealth Management
McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Silver Oak Advisory Group's DFAW Position: Q3 2026 in Review

Silver Oak Advisory Group held its Dimensional World Equity ETF (DFAW) position steady in Q3 2026 at 3,966 shares worth $326K. The position accounts for 0.13% of the portfolio, ranked #62.

Silver Oak Advisory Group first reported a position in DFAW in Q4 2025 and has held it in 4 quarters since. The position peaked at $328K in Q2 2026. 153 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

  • Silver Oak Advisory Group held 3,966 shares of Dimensional World Equity ETF worth $326K as of Q3 2026.
  • Silver Oak Advisory Group left its Dimensional World Equity ETF share count unchanged in Q3 2026.
  • Dimensional World Equity ETF made up 0.13% of Silver Oak Advisory Group's portfolio in Q3 2026, its #62 holding.
  • Silver Oak Advisory Group first reported a position in Dimensional World Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Silver Oak Advisory Group's Dimensional World Equity ETF position peaked at $328K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.