Warren Averett Asset Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
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 27,153 shares of DFCF stock, worth $1.14 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,153
Previous 28,270
3.95%
Holding current value
$1.14 Million
Previous $1.2 Million
4.92%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
290Shares Held
78.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.1 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio