Silver Oak Advisory Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Silver Oak Advisory Group, Inc.
- $221 Million
- Q3 2025
A detailed history of Silver Oak Advisory Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 22,883 shares of DFUV stock, worth $1.03 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
22,883
Previous 23,407
2.24%
Holding current value
$1.03 Million
Previous $989,000
3.34%
% of portfolio
0.46%
Previous 0.48%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio