Warren Averett Asset Management, LLC Dimensional ETF Tr U S Target Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 14,530 shares of DFAT stock, worth $842,740. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,530
Previous 15,184 4.31%
Holding current value
$842,740
Previous $787,000 2.67%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$51.0 - $57.07 $33,354 - $37,323
-654 Reduced 4.31%
14,530 $808,000
Q2 2024

Aug 14, 2024
BUY
$50.18 - $54.47 $24,236 - $26,309
483 Added 3.29%
15,184 $787,000
Q1 2024

May 15, 2024
BUY
$49.45 - $54.43 $17,653 - $19,431
357 Added 2.49%
14,701 $800,000
Q4 2023

Feb 14, 2024
BUY
$42.71 - $53.09 $42 - $53
1 Added 0.01%
14,344 $750,000
Q3 2023

Nov 14, 2023
BUY
$45.07 - $49.71 $90 - $99
2 Added 0.01%
14,343 $655,000
Q2 2023

Aug 14, 2023
BUY
$41.44 - $46.39 $594,291 - $665,278
14,341 New
14,341 $665,000

Others Institutions Holding DFAT

# of Institutions
682
Shares Held
159M
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email