Silver Oak Advisory Group, Inc. Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 23,407 shares of DFUV stock, worth $1.05 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
23,407
Previous 23,407
-0.0%
Holding current value
$1.05 Million
Previous $964,000
2.59%
% of portfolio
0.48%
Previous 0.51%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
746Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.62 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.43 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$752 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$649 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$372 Million0.51% of portfolio