Silver Oak Advisory Group, Inc. DFAC Holdings History
Silver Oak Advisory Group, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Silver Oak Advisory Group, Inc. held 336,101.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $11.09 Mil. This investment constitutes 5.89% of their stock portfolio, and Silver Oak Advisory Group, Inc. now holds 0.04% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Silver Oak Advisory Group, Inc. has made 9 purchases of DFAC, at an average price of $27.77, for a total of 352,565.00 shares. In addition, there have been 4 sales at an average price of $28.75 for 16,464.00 shares. Based on historical transaction data and DFAC's current price of $36.28, Silver Oak Advisory Group, Inc.'s estimated gain on his DFAC holdings is $2.87 Mil, reflecting a 29.35% gain to date.
Silver Oak Advisory Group, Inc. DFAC ($36.28) Holding Chart
Silver Oak Advisory Group, Inc. DFAC ($36.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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