Silver Oak Advisory Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Silver Oak Advisory Group, Inc.
- $206 Million
- Q2 2025
A detailed history of Silver Oak Advisory Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 357,826 shares of DFAC stock, worth $13.2 Million. This represents 6.21% of its overall portfolio holdings.
Number of Shares
357,826
Previous 336,101
6.46%
Holding current value
$13.2 Million
Previous $11.1 Million
15.67%
% of portfolio
6.21%
Previous 5.89%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio