Warren Averett Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 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 211,199 shares of DIHP stock, worth $6.57 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
211,199
Previous 309,918
31.85%
Holding current value
$6.57 Million
Previous $9.14 Million
29.77%
% of portfolio
0.07%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio