Paul Damon & Associates, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Paul Damon & Associates, Inc.
- $155 Billion
- Q3 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 9,592 shares of DFNM stock, worth $457,730. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,592
Previous 7,557
26.93%
Holding current value
$457,730
Previous $361 Million
28.97%
% of portfolio
0.3%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio