Silver Oak Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Silver Oak Wealth Management LLC

  • $462 Billion
  • Q1 2025

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 4,094 shares of DFAT stock, worth $215,180. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,094
Previous 4,638 11.73%
Holding current value
$215,180
Previous $258 Million 18.34%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$50.44 - $58.1 $27,439 - $31,606
-544 Reduced 11.73%
4,094 $211 Million
Q4 2023

Feb 14, 2024
BUY
$42.71 - $53.09 $198,088 - $246,231
4,638 New
4,638 $243 Million

Others Institutions Holding DFAT

# of Institutions
771
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Silver Oak Wealth Management LLC Portfolio

Follow Silver Oak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email