Silver Oak Advisory Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Silver Oak Advisory Group, Inc.
- $195 Million
- Q3 2024
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 342,425 shares of DFAC stock, worth $12.3 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
342,425
Previous 339,053
0.99%
Holding current value
$12.3 Million
Previous $10.9 Million
7.41%
% of portfolio
6.02%
Previous 6.07%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
965Shares Held
750MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio