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 117,183 shares of DFIC stock, worth $3.91 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
117,183
Previous 115,726
1.26%
Holding current value
$3.91 Million
Previous $3.62 Million
6.72%
% of portfolio
2.32%
Previous 2.14%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
284MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio