Warburton Capital Management, LLC Dimensional ETF Tr Transaction History
Warburton Capital Management, LLC
- $134 Million
- Q4 2024
A detailed history of Warburton Capital Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Warburton Capital Management, LLC holds 1,052,845 shares of DFAX stock, worth $27.1 Million. This represents 19.61% of its overall portfolio holdings.
Number of Shares
1,052,845Holding current value
$27.1 Million% of portfolio
19.61%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
534Shares Held
234MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$234 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$195 Million35.57% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$193 Million0.09% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio