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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
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

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

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

Silver Oak Advisory Group increased its Dimensional World Equity ETF (DFAW) stake by 2.9% in Q1 2026, buying an estimated $8.53K and bringing the position to 3,965 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #60.

Silver Oak Advisory Group first reported a position in DFAW in Q4 2025 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • Silver Oak Advisory Group held 3,965 shares of Dimensional World Equity ETF worth $292K as of Q1 2026.
  • Silver Oak Advisory Group bought 112 Dimensional World Equity ETF shares in Q1 2026, an estimated $8.53K.
  • Dimensional World Equity ETF made up 0.13% of Silver Oak Advisory Group's portfolio in Q1 2026, its #60 holding.
  • Silver Oak Advisory Group first reported a position in Dimensional World Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

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