Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Warburton Capital Management, LLC (CIK 2054795) reported $205.1M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($82.5M, 40.24%), DFAX ($44.3M, 21.59%), DFUS ($16.4M, 8.00%), DUHP ($8.1M, 3.94%), DFIC ($4.4M, 2.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $82.5M | 40.24% | 2.0M | Trimmed |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $44.3M | 21.59% | 1.2M | Added |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $16.4M | 8.00% | 221,320 | Added |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $8.1M | 3.94% | 212,017 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $4.4M | 2.14% | 117,933 | Added |
| 6 | DFAR | DIMENSIONAL ETF TRUST | $4.0M | 1.93% | 159,795 | Added |
| 7 | DFAW | DIMENSIONAL ETF TRUST | $2.9M | 1.44% | 38,224 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $2.8M | 1.36% | 15,181 | Added |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $2.5M | 1.20% | 67,723 | Added |
| 10 | AAPL | APPLE INC | $2.4M | 1.19% | 9,382 | Added |
| 11 | DFNM | DIMENSIONAL ETF TRUST | $2.1M | 1.02% | 43,369 | Added |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $2.1M | 1.02% | 56,933 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 0.93% | 2,801 | Hold |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $1.8M | 0.86% | 43,361 | New |
| 15 | MSFT | MICROSOFT CORP | $1.7M | 0.81% | 4,447 | Trimmed |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $1.6M | 0.80% | 12,588 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $1.4M | 0.69% | 6,045 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.67% | 2,838 | Added |
| 19 | GOOGL | ALPHABET INC | $1.4M | 0.67% | 4,299 | Added |
| 20 | GOOG | ALPHABET INC | $1.3M | 0.63% | 4,092 | Added |
| 21 | DFAU | DIMENSIONAL ETF TRUST | $984,000 | 0.48% | 20,902 | Added |
| 22 | BAC | BANK AMERICA CORP | $887,000 | 0.43% | 16,835 | Added |
| 23 | XOM | EXXON MOBIL CORP | $837,000 | 0.41% | 5,403 | Added |
| 24 | META | META PLATFORMS INC | $810,000 | 0.40% | 1,290 | Added |
| 25 | WMT | WALMART INC | $727,000 | 0.35% | 5,631 | Added |
Source: SEC Form 13F filings · as of 2026-03-31