Warburton Capital Management, LLC Dimensional ETF Tr Dimensional Transaction History
Warburton Capital Management, LLC
- $166 Million
- Q3 2025
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 101,711 shares of DFAR stock, worth $2.38 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
101,711
Previous 80,069
27.03%
Holding current value
$2.38 Million
Previous $1.91 Million
27.17%
% of portfolio
1.46%
Previous 1.13%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio