Warren Averett Asset Management, LLC Dimensional ETF Tr Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
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 154,542 shares of DFIV stock, worth $5.67 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
154,542Holding current value
$5.67 Million% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
537Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$613 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$538 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$267 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio