Warren Averett Asset Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 314,013 shares of DIHP stock, worth $9.28 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
314,013
Previous 309,602
1.42%
Holding current value
$9.28 Million
Previous $7.81 Million
8.25%
% of portfolio
0.11%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
265Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$720 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$668 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$619 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$191 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$178 Million3.07% of portfolio