Warren Averett Asset Management, LLC Dimensional ETF Tr Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 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 165,941 shares of DFIV stock, worth $6.39 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
165,941
Previous 162,738 1.97%
Holding current value
$6.39 Million
Previous $6.2 Million 5.03%
% of portfolio
0.09%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
616
Shares Held
213M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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