Warren Averett Asset Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 309,602 shares of DIHP stock, worth $8.34 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
309,602
Previous 317,440
2.47%
Holding current value
$8.34 Million
Previous $8.79 Million
11.13%
% of portfolio
0.12%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$644 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$601 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$417 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$171 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$168 Million3.11% of portfolio