Number of Shares
397,455.00
Current Holdings Value*
$10.41 Mil
% of Portfolio
5.53%
Total Estimate Gain
$1.73 Mil
% of Total Estimate Gain
16.89%

Silver Oak Advisory Group, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Silver Oak Advisory Group, Inc. held 397,455.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $10.41 Mil. This investment constitutes 5.53% of their stock portfolio, and Silver Oak Advisory Group, Inc. now holds 0.14% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2021Q4. And since then Silver Oak Advisory Group, Inc. has made 12 purchases of DFAX, at an average price of $25.17, for a total of 406,254.00 shares. In addition, there have been 1 sales at an average price of $20.79 for 8,799.00 shares. Based on historical transaction data and DFAX's current price of $29.61, Silver Oak Advisory Group, Inc.'s estimated gain on his DFAX holdings is $1.73 Mil, reflecting a 16.89% gain to date.

Silver Oak Advisory Group, Inc. DFAX ($29.61) Holding Chart

Silver Oak Advisory Group, Inc. DFAX ($29.61) 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 %

Top Ranked Articles

  • 1