Warwick Investment Management, Inc. Dimensional ETF Tr Transaction History
Warwick Investment Management, Inc.
- $416 Million
- Q1 2024
A detailed history of Warwick Investment Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Warwick Investment Management, Inc. holds 19,552 shares of DFAU stock, worth $738,674. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,552
Previous 19,550
0.01%
Holding current value
$738,674
Previous $650,000
9.85%
% of portfolio
0.17%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio