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 $1.15 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
27,961
Previous 28,373
1.45%
Holding current value
$1.15 Million
Previous $1.18 Million
3.21%
% of portfolio
0.6%
Previous 0.61%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
707Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$740 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$443 Million0.67% of portfolio