Warren Averett Asset Management, LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 54,555 shares of DFNM stock, worth $2.63 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
54,555
Previous 80,670
32.37%
Holding current value
$2.63 Million
Previous $3.83 Million
31.6%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
261Shares Held
29.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio