Warburton Capital Management, LLC Dimensional ETF Tr Transaction History
Warburton Capital Management, LLC
- $138 Million
- Q1 2025
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 1,109,670 shares of DFAX stock, worth $32.9 Million. This represents 21.05% of its overall portfolio holdings.
Number of Shares
1,109,670
Previous 1,052,845
5.4%
Holding current value
$32.9 Million
Previous $26.2 Million
11.08%
% of portfolio
21.05%
Previous 19.61%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
617Shares Held
250MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$235 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$232 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$228 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$170 Million4.32% of portfolio