Warren Averett Asset Management, LLC Dimensional ETF Tr Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 164,274 shares of DFIV stock, worth $6.98 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
164,274
Previous 165,941 1.0%
Holding current value
$6.98 Million
Previous $5.89 Million 9.86%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$35.33 - $40.77 $58,895 - $67,963
-1,667 Reduced 1.0%
164,274 $6.47 Million
Q4 2024

Feb 14, 2025
BUY
$34.86 - $37.97 $111,656 - $121,617
3,203 Added 1.97%
165,941 $5.89 Million
Q3 2024

Nov 14, 2024
BUY
$34.66 - $38.38 $284,073 - $314,562
8,196 Added 5.3%
162,738 $6.2 Million
Q2 2024

Aug 14, 2024
BUY
$35.5 - $38.02 $5.49 Million - $5.88 Million
154,542 New
154,542 $5.55 Million

Others Institutions Holding DFIV

# of Institutions
690
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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