Silver Oak Advisory Group, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 12,300 shares of DFAU stock, worth $496,674. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,300
Previous 12,819
4.05%
Holding current value
$496,674
Previous $480,000
1.67%
% of portfolio
0.25%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio