Warburton Capital Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Warburton Capital Management, LLC
- $177 Million
- Q4 2025
A detailed history of Warburton Capital Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Warburton Capital Management, LLC holds 43,055 shares of DFNM stock, worth $2.08 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
43,055
Previous 22,741
89.33%
Holding current value
$2.08 Million
Previous $1.09 Million
89.84%
% of portfolio
1.17%
Previous 0.66%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
264Shares Held
30.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio