Warren Averett Asset Management, LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 74,791 shares of DFNM stock, worth $3.53 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
74,791
Previous 77,384
3.35%
Holding current value
$3.53 Million
Previous $3.7 Million
3.79%
% of portfolio
0.04%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio