Paragon Financial Partners, Inc. Dimensional ETF Tr U S Target Transaction History
Paragon Financial Partners, Inc.
- $146 Million
- Q2 2025
A detailed history of Paragon Financial Partners, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Paragon Financial Partners, Inc. holds 5,082 shares of DFAT stock, worth $283,321. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,082
Previous 5,082
-0.0%
Holding current value
$283,321
Previous $261,000
4.98%
% of portfolio
0.19%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
787Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$786 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$521 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$344 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$276 Million1.74% of portfolio