Warren Averett Asset Management, LLC DIMENSIONAL ETF TRUST Transaction History

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025
Number of Shares
189,077
Previous 197,044 4.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-7,967 Reduced 4.04%
189,077 $0
Q1 2025

May 15, 2025
BUY
N/A
5,648 Added 2.95%
197,044 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-2,734 Reduced 1.41%
191,396 $0
Q3 2024

Nov 14, 2024
BUY
N/A
7,341 Added 3.93%
194,130 $0
Q2 2024

Aug 14, 2024
BUY
N/A
186,789 New
186,789 $0
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