Silver Oak Advisory Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Silver Oak Advisory Group, Inc.
- $180 Million
- Q2 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 29,816 shares of DFUV stock, worth $1.29 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
29,816
Previous 31,718
6.0%
Holding current value
$1.29 Million
Previous $1.3 Million
9.86%
% of portfolio
0.65%
Previous 0.73%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
628Shares Held
255MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO29MShares$1.26 Billion2.88% of portfolio
-
Savant Capital, LLC18.5MShares$803 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$626 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$475 Million0.76% of portfolio