Silver Oak Wealth Advisors Services, LLC Dimensional ETF Tr Dimensional Transaction History
Silver Oak Wealth Advisors Services, LLC
- $152 Billion
- Q3 2025
A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 293,362 shares of DUHP stock, worth $11 Million. This represents 7.3% of its overall portfolio holdings.
Number of Shares
293,362
Previous 285,414
2.78%
Holding current value
$11 Million
Previous $10.1 Billion
9.17%
% of portfolio
7.3%
Previous 7.31%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio