Warburton Capital Management, LLC Dimensional ETF Tr Short Durat Transaction History
Warburton Capital Management, LLC
- $138 Million
- Q1 2025
A detailed history of Warburton Capital Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Warburton Capital Management, LLC holds 5,951 shares of DFSD stock, worth $285,290. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,951
Previous 4,589
29.68%
Holding current value
$285,290
Previous $215,000
31.16%
% of portfolio
0.2%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
354Shares Held
68.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio