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 $437,594. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,513
Previous 13,909
18.72%
Holding current value
$437,594
Previous $365,000
27.12%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
370Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio