Warren Averett Asset Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 15,995 shares of DFUV stock, worth $609,569. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,995
Previous 15,934
0.38%
Holding current value
$609,569
Previous $664,000
1.51%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
712Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.29 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.2 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$684 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$550 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$409 Million0.67% of portfolio