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 Q2	$1.57M	Buy	35,349 +5,071	+17%	+$217K	0.1%	207
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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: Q2 2026 in Review

Silver Oak Securities increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 17% in Q2 2026, buying an estimated $217K and bringing the position to 35,349 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #207.

Silver Oak Securities first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Silver Oak Securities held 35,349 shares of Dimensional US Core Equity 2 ETF worth $1.57M as of Q2 2026.
Silver Oak Securities bought 5,071 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $217K.
Dimensional US Core Equity 2 ETF made up 0.1% of Silver Oak Securities's portfolio in Q2 2026, its #207 holding.
Silver Oak Securities first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.