Paul Damon & Associates, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Paul Damon & Associates, Inc.
- $166 Billion
- Q4 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 30,769 shares of DFCF stock, worth $1.28 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
30,769
Previous 26,552
15.88%
Holding current value
$1.28 Million
Previous $1.15 Billion
10.73%
% of portfolio
0.77%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio