Warburton Capital Management, LLC Dimensional ETF Tr Dimensional Transaction History
Warburton Capital Management, LLC
- $177 Million
- Q4 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 157,100 shares of DUHP stock, worth $5.92 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
157,100
Previous 147,270
6.67%
Holding current value
$5.92 Million
Previous $5.61 Million
6.56%
% of portfolio
3.37%
Previous 3.37%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
500Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL8.02MShares$302 Million4.53% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio