SOS
DFIC icon

Silver Oak Securities’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Silver Oak Securities’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$554K Sell
15,587
-1,557
-9% -$56.6K 0.04% 398
2025
Q4 		$594K Sell
17,144
-2,336
-12% -$78K 0.04% 415
2025
Q3 		$639K Buy
19,480
+393
+2% +$12.5K 0.05% 363
2025
Q2 		$593K Buy
19,087
+388
+2% +$11.4K 0.05% 368
2025
Q1 		$524K Buy
18,699
+467
+3% +$12.8K 0.05% 361
2024
Q4 		$471K Buy
18,232
+1,719
+10% +$46.1K 0.04% 395
2024
Q3 		$466K Buy
16,513
+2,604
+19% +$70.5K 0.05% 344
2024
Q2 		$366K Buy
13,909
+2,776
+25% +$74K 0.05% 260
2024
Q1 		$298K Buy
11,133
+2,280
+26% +$58.5K 0.05% 299
2023
Q4 		$226K Buy
+8,853
New +$211K 0.03% 434

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return