Silver Oak Wealth Advisors Services, LLC Dimensional ETF Tr Dimensional Transaction History
Silver Oak Wealth Advisors Services, LLC
- $116 Billion
- Q4 2024
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 221,084 shares of DUHP stock, worth $7.33 Million. This represents 6.46% of its overall portfolio holdings.
Number of Shares
221,084Holding current value
$7.33 Million% of portfolio
6.46%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio