Silver Oak Advisory Group, Inc. Dimensional ETF Tr Transaction History
Silver Oak Advisory Group, Inc.
- $189 Million
- Q4 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 396,724 shares of DFAX stock, worth $10.5 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
396,724
Previous 395,316
0.36%
Holding current value
$10.5 Million
Previous $10.7 Million
7.63%
% of portfolio
5.22%
Previous 5.48%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
574Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio