Silver Oak Advisory Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Silver Oak Advisory Group, Inc.
- $195 Million
- Q3 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 28,373 shares of DFUV stock, worth $1.17 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
28,373
Previous 29,816
4.84%
Holding current value
$1.17 Million
Previous $1.17 Million
1.03%
% of portfolio
0.61%
Previous 0.65%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.45 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$762 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$448 Million0.65% of portfolio