Warburton Capital Management, LLC Dimensional ETF Tr Dimensional Transaction History
Warburton Capital Management, LLC
- $134 Million
- Q4 2024
A detailed history of Warburton Capital Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Warburton Capital Management, LLC holds 67,654 shares of DUHP stock, worth $2.24 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
67,654Holding current value
$2.24 Million% of portfolio
1.71%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio