Paul Damon & Associates, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Paul Damon & Associates, Inc.
- $147 Billion
- Q2 2024
A detailed history of Paul Damon & Associates, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 23,559 shares of DFCF stock, worth $984,295. This represents 0.67% of its overall portfolio holdings.
Number of Shares
23,559
Previous 18,940
24.39%
Holding current value
$984,295
Previous $795 Million
23.17%
% of portfolio
0.67%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
325Shares Held
91.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$429 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$320 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$101 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$96.4 Million1.23% of portfolio