Warwick Investment Management, Inc. Dimensional ETF Tr Transaction History
Warwick Investment Management, Inc.
- $484 Million
- Q4 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 20,610 shares of DFAU stock, worth $871,596. This represents 0.17% of its overall portfolio holdings.
Number of Shares
20,610
Previous 20,602
0.04%
Holding current value
$871,596
Previous $817,000
2.08%
% of portfolio
0.17%
Previous 0.19%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
478Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$83.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.29 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$209 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$176 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$154 Million1.81% of portfolio