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Silver Oak Advisory Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Silver Oak Advisory Group’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.2M Buy
476,773
+38,054
+9% +$1.32M 6.99% 5
2025
Q4 		$14.4M Sell
438,719
-18,717
-4% -$597K 6.49% 5
2025
Q3 		$14.4M Buy
457,436
+40,266
+10% +$1.22M 6.49% 5
2025
Q2 		$12.3M Buy
417,170
+19,715
+5% +$543K 5.94% 5
2025
Q1 		$10.4M Buy
397,455
+731
+0.2% +$19K 5.53% 6
2024
Q4 		$9.86M Buy
396,724
+1,408
+0.4% +$36.4K 5.22% 6
2024
Q3 		$10.7M Buy
395,316
+645
+0.2% +$16.7K 5.48% 6
2024
Q2 		$10M Buy
394,671
+22,554
+6% +$576K 5.57% 6
2024
Q1 		$9.47M Buy
372,117
+5,897
+2% +$144K 5.31% 6
2023
Q4 		$8.94M Buy
366,220
+10,615
+3% +$243K 5.25% 6
2023
Q3 		$8.01M Buy
355,605
+15,912
+5% +$372K 5.19% 6
2023
Q2 		$7.92M Buy
339,693
+25,581
+8% +$596K 5.18% 6
2023
Q1 		$7.24M Buy
314,112
+8,802
+3% +$201K 4.87% 7
2022
Q4 		$6.59M Sell
305,310
-8,799
-3% -$183K 4.65% 7
2022
Q3 		$5.93M Buy
314,109
+19,434
+7% +$413K 4.45% 7
2022
Q2 		$6.32M Buy
294,675
+3,841
+1% +$89.4K 4.48% 6
2022
Q1 		$7.26M Buy
290,834
+23,156
+9% +$586K 4.73% 7
2021
Q4 		$6.99M Buy
+267,678
New +$6.99M 4.42% 9

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

Silver Oak Advisory Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 8.7% in Q1 2026, buying an estimated $1.32M and bringing the position to 476,773 shares worth $16.2M. The position accounts for 6.99% of the portfolio, ranked #5.

Silver Oak Advisory Group first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Silver Oak Advisory Group held 476,773 shares of Dimensional World ex US Core Equity 2 ETF worth $16.2M as of Q1 2026.
  • Silver Oak Advisory Group bought 38,054 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.32M.
  • Dimensional World ex US Core Equity 2 ETF made up 6.99% of Silver Oak Advisory Group's portfolio in Q1 2026, its #5 holding.
  • Silver Oak Advisory Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

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