Silver Oak Advisory Group, Inc. Dimensional ETF Tr Transaction History
Silver Oak Advisory Group, Inc.
- $195 Million
- Q3 2024
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 395,316 shares of DFAX stock, worth $9.9 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
395,316
Previous 394,671
0.16%
Holding current value
$9.9 Million
Previous $10 Million
6.43%
% of portfolio
5.48%
Previous 5.57%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$188 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio