Warren Averett Asset Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Warren Averett Asset Management, LLC
- $8.88 Billion
- Q2 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 8,895 shares of DFCF stock, worth $381,417. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,895
Previous 8,895
-0.0%
Holding current value
$381,417
Previous $374,000
0.27%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio