Silver Oak Securities’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Silver Oak Securities’s Portfolio DFGX Stock Details DFGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Buy	5,682 +771	+16%	+$40.8K	0.02%	636
2026 Q1	$258K	Buy	4,911 +120	+3%	+$6.35K	0.02%	654
2025 Q4	$253K	Sell	4,791 -28	-0.6%	-$1.51K	0.02%	688
2025 Q3	$260K	Buy	4,819 +472	+11%	+$25.3K	0.02%	623
2025 Q2	$232K	Buy	4,347 +75	+2%	+$3.96K	0.02%	617
2025 Q1	$223K	Buy	4,272 +76	+2%	+$3.98K	0.02%	572
2024 Q4	$220K	Buy	+4,196	New	+$224K	0.02%	573

Other funds holding DFGX

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

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

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

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Silver Oak Securities's DFGX Position: Q2 2026 in Review

Silver Oak Securities increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 16% in Q2 2026, buying an estimated $40.8K and bringing the position to 5,682 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #636.

Silver Oak Securities first reported a position in DFGX in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Silver Oak Securities held 5,682 shares of Dimensional International Core Fixed Income ETF worth $305K as of Q2 2026.
Silver Oak Securities bought 771 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $40.8K.
Dimensional International Core Fixed Income ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #636 holding.
Silver Oak Securities first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

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