Silver Oak Advisory Group, Inc. Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 27,961 shares of DFUV stock, worth $1.1 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
27,961
Previous 28,373
1.45%
Holding current value
$1.1 Million
Previous $1.18 Million
3.21%
% of portfolio
0.6%
Previous 0.61%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
720Shares Held
271MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC18MShares$707 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio