Warren Averett Asset Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 51,087 shares of DFAU stock, worth $1.95 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
51,087
Previous 51,537
0.87%
Holding current value
$1.95 Million
Previous $2.05 Million
1.12%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
483Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$75.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.97 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$189 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio