Silver Oak Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Silver Oak Advisory Group’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.68M	Sell	23,735 -132	-0.6%	-$9.78K	0.73%	21
2025 Q4	$1.77M	Sell	23,867 -940	-4%	-$69.1K	0.8%	21
2025 Q3	$1.8M	Sell	24,807 -174	-0.7%	-$12.1K	0.81%	22
2025 Q2	$1.67M	Hold	24,981	–	–	0.81%	21
2025 Q1	$1.51M	Sell	24,981 -620	-2%	-$39.6K	0.8%	19
2024 Q4	$1.63M	Sell	25,601 -385	-1%	-$24.7K	0.86%	19
2024 Q3	$1.62M	Sell	25,986 -248	-0.9%	-$14.8K	0.83%	19
2024 Q2	$1.54M	Sell	26,234 -989	-4%	-$56.2K	0.86%	18
2024 Q1	$1.55M	Hold	27,223	–	–	0.87%	18
2023 Q4	$1.41M	Sell	27,223 -500	-2%	-$24.2K	0.83%	18
2023 Q3	$1.29M	Hold	27,723	–	–	0.84%	17
2023 Q2	$1.33M	Hold	27,723	–	–	0.87%	15
2023 Q1	$1.23M	Hold	27,723	–	–	0.83%	15
2022 Q4	$1.15M	Sell	27,723 -453	-2%	-$18.9K	0.81%	15
2022 Q3	$1.09M	Sell	28,176 -935	-3%	-$40.2K	0.82%	15
2022 Q2	$1.19M	Sell	29,111 -346	-1%	-$15.3K	0.84%	15
2022 Q1	$1.44M	Sell	29,457 -1,186	-4%	-$57.3K	0.94%	15
2021 Q4	$1.58M	Buy	+30,643	New	+$1.54M	1%	15

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Silver Oak Advisory Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.55% in Q1 2026, selling an estimated $9.78K and leaving 23,735 shares worth $1.68M. The position accounts for 0.73% of the portfolio, ranked #21.

Silver Oak Advisory Group first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.8M in Q3 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Silver Oak Advisory Group held 23,735 shares of Dimensional US Equity ETF worth $1.68M as of Q1 2026.
Silver Oak Advisory Group sold 132 Dimensional US Equity ETF shares in Q1 2026, an estimated $9.78K.
Dimensional US Equity ETF made up 0.73% of Silver Oak Advisory Group's portfolio in Q1 2026, its #21 holding.
Silver Oak Advisory Group first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
Silver Oak Advisory Group's Dimensional US Equity ETF position peaked at $1.8M in Q3 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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