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 Q2	$19M	Buy	515,318 +38,545	+8%	+$1.42M	7.49%	4
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Silver Oak Advisory Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 8.1% in Q2 2026, buying an estimated $1.42M and bringing the position to 515,318 shares worth $19M. The position accounts for 7.49% of the portfolio, ranked #4.

Silver Oak Advisory Group first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 713 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Silver Oak Advisory Group held 515,318 shares of Dimensional World ex US Core Equity 2 ETF worth $19M as of Q2 2026.
Silver Oak Advisory Group bought 38,545 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.42M.
Dimensional World ex US Core Equity 2 ETF made up 7.49% of Silver Oak Advisory Group's portfolio in Q2 2026, its #4 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 19 quarters since.
713 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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