Paul Damon & Associates, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Paul Damon & Associates, Inc.
- $155 Billion
- Q3 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 26,552 shares of DFCF stock, worth $1.09 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
26,552
Previous 23,559
12.7%
Holding current value
$1.09 Million
Previous $979 Million
17.18%
% of portfolio
0.74%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio