Silver Oak Securities, Inc Dimensional ETF Tr Dimensional Transaction History
Silver Oak Securities, Inc
- $1.14 Billion
- Q2 2025
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 19,087 shares of DFIC stock, worth $633,688. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,087
Previous 18,699
2.07%
Holding current value
$633,688
Previous $519,000
14.26%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$955 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$530 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$204 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$169 Million0.21% of portfolio