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 18,375 shares of DFSV stock, worth $576,975. This represents 0.35% of its overall portfolio holdings.
Number of Shares
18,375
Previous 14,549
26.3%
Holding current value
$576,975
Previous $445,000
32.13%
% of portfolio
0.35%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
497Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio