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
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 $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return