Warren Averett Asset Management, LLC Dimensional ETF Tr Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 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 162,738 shares of DFIV stock, worth $5.75 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
162,738
Previous 154,542 5.3%
Holding current value
$5.75 Million
Previous $5.55 Million 11.58%
% of portfolio
0.12%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
559
Shares Held
193M
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
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