Silver Oak Securities, Inc Dimensional ETF Tr U S Core Eq Transaction History
Silver Oak Securities, Inc
- $899 Million
- Q3 2024
A detailed history of Silver Oak Securities, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Silver Oak Securities, Inc holds 28,449 shares of DFAC stock, worth $995,146. This represents 0.11% of its overall portfolio holdings.
Number of Shares
28,449
Previous 23,355
21.81%
Holding current value
$995,146
Previous $752,000
29.65%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio