Warren Averett Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 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 312,644 shares of DIHP stock, worth $8.53 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
312,644
Previous 303,871
2.89%
Holding current value
$8.53 Million
Previous $8.19 Million
0.51%
% of portfolio
0.16%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
93MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$478 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$474 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$161 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$158 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$104 Million7.97% of portfolio