Silver Oak Wealth Advisors Services, LLC DIMENSIONAL ETF TRUST Transaction History

Silver Oak Wealth Advisors Services, LLC

  • $152 Billion
  • Q3 2025
Number of Shares
79,196
Previous 69,821 13.43%
Holding current value
$4.27 Billion
Previous $3.73 Billion 14.7%
% of portfolio
2.82%
Previous 2.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
9,375 Added 13.43%
79,196 $4.27 Billion
Q2 2025

Jul 30, 2025
BUY
N/A
69,821 New
69,821 $3.73 Billion
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