Paul Damon & Associates, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Paul Damon & Associates, Inc.
- $162 Billion
- Q1 2025
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 35,612 shares of DFCF stock, worth $1.49 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
35,612
Previous 30,769
15.74%
Holding current value
$1.49 Million
Previous $1.27 Billion
17.96%
% of portfolio
0.92%
Previous 0.77%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio