Silver Oak Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Sell	20,429 -2,454	-11%	-$129K	0.44%	28
2026 Q1	$1.11M	Hold	22,883	–	–	0.48%	27
2025 Q4	$1.07M	Hold	22,883	–	–	0.48%	27
2025 Q3	$1.02M	Sell	22,883 -524	-2%	-$22.8K	0.46%	28
2025 Q2	$989K	Hold	23,407	–	–	0.48%	29
2025 Q1	$964K	Sell	23,407 -4,554	-16%	-$191K	0.51%	27
2024 Q4	$1.14M	Sell	27,961 -412	-1%	-$17.5K	0.61%	23
2024 Q3	$1.18M	Sell	28,373 -1,443	-5%	-$58.3K	0.61%	22
2024 Q2	$1.17M	Sell	29,816 -1,902	-6%	-$75.3K	0.65%	22
2024 Q1	$1.3M	Buy	31,718 +2	+0%	+$76	0.73%	21
2023 Q4	$1.18M	Buy	31,716 +2	+0%	+$69	0.69%	21
2023 Q3	$1.08M	Buy	31,714 +2	+0%	+$70	0.7%	20
2023 Q2	$1.09M	Buy	31,712 +3	+0%	+$100	0.72%	19
2023 Q1	$1.06M	Sell	31,709 -114	-0.4%	-$3.9K	0.71%	17
2022 Q4	$1.06M	Buy	31,823 +1	+0%	+$33	0.75%	16
2022 Q3	$942K	Buy	31,822 +2,630	+9%	+$85.5K	0.71%	17
2022 Q2	$922K	Buy	+29,192	New	+$972K	0.65%	20

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Silver Oak Advisory Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 11% in Q2 2026, selling an estimated $129K and leaving 20,429 shares worth $1.12M. The position accounts for 0.44% of the portfolio, ranked #28.

Silver Oak Advisory Group first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.3M in Q1 2024. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Silver Oak Advisory Group held 20,429 shares of Dimensional US Marketwide Value ETF worth $1.12M as of Q2 2026.
Silver Oak Advisory Group sold 2,454 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $129K.
Dimensional US Marketwide Value ETF made up 0.44% of Silver Oak Advisory Group's portfolio in Q2 2026, its #28 holding.
Silver Oak Advisory Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
Silver Oak Advisory Group's Dimensional US Marketwide Value ETF position peaked at $1.3M in Q1 2024.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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