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 $6.77 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
165,941
Previous 162,738
1.97%
Holding current value
$6.77 Million
Previous $6.2 Million
5.03%
% of portfolio
0.09%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$834 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$725 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$455 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$338 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$286 Million0.17% of portfolio