Paul Damon & Associates, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Paul Damon & Associates, Inc.
- $143 Billion
- Q1 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 18,940 shares of DFCF stock, worth $786,199. This represents 0.55% of its overall portfolio holdings.
Number of Shares
18,940
Previous 13,800
37.25%
Holding current value
$786,199
Previous $585 Million
35.79%
% of portfolio
0.55%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$413 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$289 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$109 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$94.2 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$77.9 Million1.26% of portfolio