Warburton Capital Management, LLC: 13F holdings
CIK 20547952026Q2
| Positions | 74 |
|---|
| Reported value | $245.9m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 74 (+6 vs prior quarter) |
|---|
| Reported value | $245.9m (+19.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 2,055,556 | $91.2m | 37.1% |
| DFAX DIMENSIONAL ETF TRUST | 1,297,654 | $47.8m | 19.4% |
| DFUS DIMENSIONAL ETF TRUST | 367,506 | $30.1m | 12.2% |
| DIMENSIONAL ETF TRUST | 256,447 | $10.7m | 4.4% |
| DIMENSIONAL ETF TRUST | 127,403 | $4.9m | 2.0% |
| DIMENSIONAL ETF TRUST | 180,576 | $4.7m | 1.9% |
| DFIC DIMENSIONAL ETF TRUST | 118,772 | $4.4m | 1.8% |
| DFAI DIMENSIONAL ETF TRUST | 101,006 | $4.2m | 1.7% |
| DFAW DIMENSIONAL ETF TRUST | 40,371 | $3.3m | 1.4% |
| NVDA NVIDIA CORPORATION | 15,148 | $3.0m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054795")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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