Silver Oak Wealth Advisors Services, LLC Dimensional ETF Tr Dimensional Transaction History
Silver Oak Wealth Advisors Services, LLC
- $139 Billion
- Q2 2025
A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 285,414 shares of DUHP stock, worth $10.5 Million. This represents 7.31% of its overall portfolio holdings.
Number of Shares
285,414
Previous 250,095
14.12%
Holding current value
$10.5 Million
Previous $8.29 Billion
22.46%
% of portfolio
7.31%
Previous 7.39%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
449Shares Held
239MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.4 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio