Paul Damon & Associates, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Paul Damon & Associates, Inc.
- $147 Billion
- Q2 2024
A detailed history of Paul Damon & Associates, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 7,557 shares of DFNM stock, worth $361,980. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,557
Previous 6,479
16.64%
Holding current value
$361,980
Previous $312 Million
15.86%
% of portfolio
0.25%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
186Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.4 Million1.92% of portfolio