Silver Oak Securities, Inc Dimensional ETF Tr Short Durat Transaction History
Silver Oak Securities, Inc
- $1 Billion
- Q4 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 5,328 shares of DFSD stock, worth $253,080. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,328
Previous 4,607
15.65%
Holding current value
$253,080
Previous $219,000
13.7%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio