Warwick Investment Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Warwick Investment Management, Inc.
- $484 Million
- Q4 2024
A detailed history of Warwick Investment Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Warwick Investment Management, Inc. holds 2,564,113 shares of DFAC stock, worth $90.3 Million. This represents 18.35% of its overall portfolio holdings.
Number of Shares
2,564,113
Previous 2,684,398
4.48%
Holding current value
$90.3 Million
Previous $92 Million
3.62%
% of portfolio
18.35%
Previous 21.9%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio