Paul Damon & Associates, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Paul Damon & Associates, Inc.
- $166 Billion
- Q4 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 11,901 shares of DFNM stock, worth $571,962. This represents 0.34% of its overall portfolio holdings.
Number of Shares
11,901
Previous 9,592
24.07%
Holding current value
$571,962
Previous $466 Million
22.1%
% of portfolio
0.34%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
218Shares Held
23.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio