Silver Oak Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 4,638 shares of DFAT stock, worth $280,877. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,638
Previous 4,638
-0.0%
Holding current value
$280,877
Previous $241 Million
7.25%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$857 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$753 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$532 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$446 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$314 Million2.46% of portfolio