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 9,815 shares of DFIV stock, worth $455,121. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,815
Previous 10,208
3.85%
Holding current value
$455,121
Previous $401,000
4.74%
% of portfolio
0.2%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
748Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$980 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$924 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$518 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$398 Million2.4% of portfolio