Silver Oak Advisory Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Silver Oak Advisory Group, Inc.
- $188 Million
- Q1 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 336,101 shares of DFAC stock, worth $11.6 Million. This represents 5.89% of its overall portfolio holdings.
Number of Shares
336,101
Previous 337,363
0.37%
Holding current value
$11.6 Million
Previous $11.7 Million
4.99%
% of portfolio
5.89%
Previous 6.17%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio