Paul Damon & Associates, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Paul Damon & Associates, Inc.
- $209 Billion
- Q3 2025
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 33,943 shares of DFNM stock, worth $1.64 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
33,943
Previous 31,047
9.33%
Holding current value
$1.64 Million
Previous $1.47 Billion
10.6%
% of portfolio
0.78%
Previous 0.77%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio