Warren Averett Asset Management, LLC Dimensional ETF Tr U S Equity Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 57,142 shares of DFUS stock, worth $3.43 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
57,142
Previous 56,867
0.48%
Holding current value
$3.43 Million
Previous $2.95 Million
10.45%
% of portfolio
0.08%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
597Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$360 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$228 Million0.61% of portfolio