Silver Oak Advisory Group, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 397,455 shares of DFAX stock, worth $11.4 Million. This represents 5.53% of its overall portfolio holdings.
Number of Shares
397,455
Previous 396,724
0.18%
Holding current value
$11.4 Million
Previous $9.86 Million
5.59%
% of portfolio
5.53%
Previous 5.22%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio