Silver Oak Securities, Inc Dimensional ETF Tr Dimensional Transaction History
Silver Oak Securities, Inc
- $899 Million
- Q3 2024
A detailed history of Silver Oak Securities, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Silver Oak Securities, Inc holds 16,513 shares of DFIC stock, worth $433,631. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,513
Previous 13,909
18.72%
Holding current value
$433,631
Previous $365,000
27.12%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$709 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$676 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$414 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio