Warburton Capital Management, LLC Dimensional ETF Tr Transaction History
Warburton Capital Management, LLC
- $166 Million
- Q3 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 1,034,934 shares of DFAX stock, worth $32.5 Million. This represents 19.65% of its overall portfolio holdings.
Number of Shares
1,034,934
Previous 1,115,577
7.23%
Holding current value
$32.5 Million
Previous $33.2 Million
1.58%
% of portfolio
19.65%
Previous 19.66%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
659Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio