Silver Oak Advisory Group, Inc. Dimensional ETF Tr Transaction History
Silver Oak Advisory Group, Inc.
- $206 Million
- Q2 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 417,170 shares of DFAX stock, worth $12.6 Million. This represents 5.94% of its overall portfolio holdings.
Number of Shares
417,170
Previous 397,455
4.96%
Holding current value
$12.6 Million
Previous $10.4 Million
17.66%
% of portfolio
5.94%
Previous 5.53%
Shares
15 transactions
Others Institutions Holding DFAX
# of Institutions
635Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$339 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$237 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$230 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$211 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$190 Million0.92% of portfolio