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Silver Oak Securities’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Silver Oak Securities’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Sell
30,278
-5,624
-16% -$227K 0.09% 225
2025
Q4 		$1.43M Buy
35,902
+799
+2% +$31.2K 0.1% 205
2025
Q3 		$1.35M Buy
35,103
+622
+2% +$23.2K 0.1% 206
2025
Q2 		$1.24M Buy
34,481
+629
+2% +$21K 0.1% 212
2025
Q1 		$1.11M Buy
33,852
+3,469
+11% +$120K 0.1% 212
2024
Q4 		$1.05M Buy
30,383
+1,934
+7% +$68.1K 0.1% 219
2024
Q3 		$973K Buy
28,449
+5,094
+22% +$168K 0.1% 203
2024
Q2 		$753K Buy
23,355
+6,168
+36% +$195K 0.11% 169
2024
Q1 		$549K Buy
17,187
+3,585
+26% +$108K 0.08% 214
2023
Q4 		$398K Buy
+13,602
New +$368K 0.05% 320

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Silver Oak Securities's DFAC Position: Q1 2026 in Review

Silver Oak Securities reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 16% in Q1 2026, selling an estimated $227K and leaving 30,278 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #225.

Silver Oak Securities first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.43M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Silver Oak Securities held 30,278 shares of Dimensional US Core Equity 2 ETF worth $1.18M as of Q1 2026.
  • Silver Oak Securities sold 5,624 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $227K.
  • Dimensional US Core Equity 2 ETF made up 0.09% of Silver Oak Securities's portfolio in Q1 2026, its #225 holding.
  • Silver Oak Securities first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • Silver Oak Securities's Dimensional US Core Equity 2 ETF position peaked at $1.43M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.