SOAG
DFSU

Silver Oak Advisory Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Silver Oak Advisory Group’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Sell
9,642
-6,471
-40% -$293K 0.18% 49
2026
Q1 		$662K Buy
16,113
+2,349
+17% +$102K 0.29% 36
2025
Q4 		$597K Buy
13,764
+8,124
+144% +$349K 0.27% 37
2025
Q3 		$239K Buy
5,640
+14
+0.2% +$573 0.11% 69
2025
Q2 		$220K Buy
5,626
+14
+0.2% +$510 0.11% 69
2025
Q1 		$200K Sell
5,612
-936
-14% -$35.5K 0.11% 65
2024
Q4 		$248K Buy
6,548
+24
+0.4% +$920 0.13% 54
2024
Q3 		$242K Buy
6,524
+15
+0.2% +$536 0.12% 57
2024
Q2 		$226K Buy
6,509
+16
+0.2% +$542 0.13% 58
2024
Q1 		$224K Buy
+6,493
New +$211K 0.13% 61

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Silver Oak Advisory Group reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 40% in Q2 2026, selling an estimated $293K and leaving 9,642 shares worth $449K. The position accounts for 0.18% of the portfolio, ranked #49.

Silver Oak Advisory Group first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. The position peaked at $662K in Q1 2026. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Silver Oak Advisory Group held 9,642 shares of Dimensional US Sustainability Core 1 ETF worth $449K as of Q2 2026.
  • Silver Oak Advisory Group sold 6,471 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $293K.
  • Dimensional US Sustainability Core 1 ETF made up 0.18% of Silver Oak Advisory Group's portfolio in Q2 2026, its #49 holding.
  • Silver Oak Advisory Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • Silver Oak Advisory Group's Dimensional US Sustainability Core 1 ETF position peaked at $662K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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