Top 10 Stocks Held By Perigon Wealth Management LLC
By Holdings Channel Staff, updated Friday, April 19, 9:27 PM
In total we count 824 positions held by Perigon Wealth Management LLC as of their latest 13F filing, but among those total Perigon Wealth Management LLC holdings we've sorted out the top ten stocks held by Perigon Wealth Management LLC by largest position size, and presented them here in slideshow form.
#10 . DFAC
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC)
1,529,784
$44,716 DFAC 1,529,784 $44,716
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC)
1,500,176
$39,305 DFAC 1,500,176 $39,305
DFAC Stock Price From 09/30/2023 To 12/31/2023:
Position Size ($1000s)
$39,305
$44,716
09/30/2023 12/31/2023
Share Count
1,500,176
1,529,784
09/30/2023 12/31/2023
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