A detailed history of Silver Oak Advisory Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 12,300 shares of DFAU stock, worth $509,958. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,300
Previous 12,819 4.05%
Holding current value
$509,958
Previous $480,000 1.67%
% of portfolio
0.25%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$35.8 - $39.69 $18,580 - $20,599
-519 Reduced 4.05%
12,300 $488,000
Q2 2023

Aug 04, 2023

BUY
$28.25 - $30.99 $129,893 - $142,492
4,598 Added 55.93%
12,819 $397,000
Q1 2023

May 05, 2023

BUY
$26.87 - $29.65 $2,552 - $2,816
95 Added 1.17%
8,221 $236,000
Q4 2022

Feb 13, 2023

BUY
$25.24 - $28.83 $205,100 - $234,272
8,126 New
8,126 $219,000

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Silver Oak Advisory Group, Inc. Portfolio

Follow Silver Oak Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Advisory Group, Inc. with notifications on news.