Warburton Capital Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Warburton Capital Management, LLC
- $134 Million
- Q4 2024
A detailed history of Warburton Capital Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Warburton Capital Management, LLC holds 9,871 shares of DFNM stock, worth $474,400. This represents 0.35% of its overall portfolio holdings.
Number of Shares
9,871Holding current value
$474,400% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
218Shares Held
23.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio