Silver Oak Securities, Inc Dimensional ETF Tr Short Durat Transaction History
Silver Oak Securities, Inc
- $899 Million
- Q3 2024
A detailed history of Silver Oak Securities, Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Silver Oak Securities, Inc holds 4,607 shares of DFSD stock, worth $217,035. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,607
Previous 4,100
12.37%
Holding current value
$217,035
Previous $192,000
14.06%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio