Warburton Capital Management, LLC Incresed Positions in Q2 2025

Warburton Capital Management, LLC

  • $169 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
59.2K
+ 2.63%
$29.12 - $35.84 $1.72M - $2.12M
2.31M $85.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
58.4K
+ 293.96%
$53.65 - $67.02 $3.13M - $3.91M
78.2K $5.39M
DFAX
Dimensional ETF Tr
5.91K
+ 0.53%
$23.37 - $29.39 $138K - $174K
1.12M $33.2M
NVDA
Nvidia Corp

Technology
10.3K
+ 133.09%
$94.31 - $157.99 $972K - $1.63M
18.1K $3.17M
DFIC
Dimensional ETF Tr Dimensional

ETFs
69.2K
+ 148.66%
$24.94 - $31.15 $1.73M - $2.16M
116K $3.62M
DUHP
Dimensional ETF Tr Dimensional

ETFs
53.4K
+ 66.4%
$29.36 - $35.56 $1.57M - $1.9M
134K $4.87M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
33.6K
+ 154.5%
$23.4 - $29.68 $786K - $996K
55.3K $1.68M
MSFT
Microsoft Corp

Technology
1.06K
+ 29.1%
$354.56 - $497.45 $375K - $526K
4.69K $2.41M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
12.6K
+ 131.05%
$46.77 - $47.89 $589K - $603K
22.2K $1.05M
Dimensional ETF Trust
3.08K
+ 11.09%
N/A
30.9K $2.12M
AMZN
Amazon Com Inc

Consumer Cyclical
758
+ 20.55%
$167.32 - $223.3 $127K - $169K
4.45K $1.03M
GOOGL
Alphabet Inc.

Communication Services
950
+ 30.4%
$144.7 - $178.6 $137K - $170K
4.08K $797K
GOOG
Alphabet Inc.

Communication Services
832
+ 25.9%
$146.58 - $180.01 $122K - $150K
4.04K $794K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.11%
$496.48 - $617.85 $1.49K - $1.85K
2.8K $1.78M
META
Meta Platforms, Inc.

Communication Services
157
+ 22.69%
$484.66 - $738.09 $76.1K - $116K
849 $594K
DFAU
Dimensional ETF Tr

ETFs
2.41K
+ 28.43%
$34.04 - $42.36 $82.1K - $102K
10.9K $474K
JPM
Jpmorgan Chase & CO

Financial Services
255
+ 22.87%
$210.28 - $289.91 $53.6K - $73.9K
1.37K $406K
AAPL
Apple Inc.

Technology
937
+ 14.33%
$172.42 - $223.89 $162K - $210K
7.47K $1.58M
BAC
Bank Of America Corp

Financial Services
469
+ 3.08%
$34.39 - $47.46 $16.1K - $22.3K
15.7K $753K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
504
+ 22.83%
$483.48 - $539.8 $244K - $272K
2.71K $1.29M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.2K
+ 37.02%
$47.09 - $48.01 $104K - $106K
8.15K $391K
WMT
Walmart Inc.

Consumer Defensive
488
+ 10.13%
$81.79 - $99.98 $39.9K - $48.8K
5.3K $521K
DFSU
Dimensional ETF Tr Dimen Us Su
768
+ 8.74%
N/A
9.56K $386K
HD
Home Depot, Inc.

Consumer Cyclical
108
+ 13.64%
$335.24 - $380.78 $36.2K - $41.1K
900 $339K
IBM
International Business Machines Corp

Technology
94
+ 8.48%
$221.03 - $294.78 $20.8K - $27.7K
1.2K $315K
V
Visa Inc.

Financial Services
111
+ 16.2%
$308.27 - $373.31 $34.2K - $41.4K
796 $279K
CSCO
Cisco Systems, Inc.

Technology
93
+ 1.9%
$53.19 - $69.38 $4.95K - $6.45K
5K $339K
ACWI
Ishares Msci Acwi ETF

ETFs
18
+ 0.76%
$103.59 - $128.6 $1.86K - $2.31K
2.4K $314K
MA
Mastercard Inc

Financial Services
55
+ 14.71%
$479.92 - $590.74 $26.4K - $32.5K
429 $241K
LLY
Eli Lilly & CO

Healthcare
65
+ 26.64%
$713.71 - $898.95 $46.4K - $58.4K
309 $235K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
39
+ 0.47%
$36.25 - $42.28 $1.41K - $1.65K
8.3K $359K
AAON
Aaon, Inc.

Industrials
24
+ 0.52%
$71.78 - $106.87 $1.72K - $2.56K
4.61K $374K
T
At&T Inc.

Communication Services
734
+ 10.07%
$26.33 - $28.94 $19.3K - $21.2K
8.03K $219K
CBSH
Commerce Bancshares Inc

Financial Services
21
+ 0.43%
$55.42 - $65.63 $1.16K - $1.38K
4.93K $302K
XOM
Exxon Mobil Corp

Energy
200
+ 4.53%
$99.93 - $119.04 $20K - $23.8K
4.61K $520K
ABBV
Abb Vie Inc.

Healthcare
69
+ 6.7%
$170.16 - $206.27 $11.7K - $14.2K
1.1K $210K
VZ
Verizon Communications Inc

Communication Services
106
+ 1.96%
$41.67 - $45.62 $4.42K - $4.84K
5.52K $235K
Activity Summary
Buys All Purchases 50 New Holdings 12 Increased Positions 38 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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