A detailed history of Warren Averett Asset Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 8,430 shares of DFAS stock, worth $503,945. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,430
Previous 8,097 4.11%
Holding current value
$503,945
Previous $482,000 8.92%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$56.66 - $62.34 $18,867 - $20,759
333 Added 4.11%
8,430 $525,000
Q4 2023

Feb 14, 2024

SELL
$48.83 - $60.51 $43,751 - $54,216
-896 Reduced 9.96%
8,097 $482,000
Q2 2023

Aug 14, 2023

BUY
$49.85 - $54.8 $448,301 - $492,816
8,993 New
8,993 $492,000

Others Institutions Holding DFAS

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.