Warburton Capital Management, LLC Dimensional ETF Tr Dimensional Transaction History
Warburton Capital Management, LLC
- $134 Million
- Q4 2024
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 67,654 shares of DUHP stock, worth $2.37 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
67,654Holding current value
$2.37 Million% of portfolio
1.71%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
364Shares Held
214MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$242 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio