Paragon Wealth Strategies, LLC Dimensional ETF Tr U S Core Eq Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
A detailed history of Paragon Wealth Strategies, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 1,448,051 shares of DFAC stock, worth $49.2 Million. This represents 12.24% of its overall portfolio holdings.
Number of Shares
1,448,051Holding current value
$49.2 Million% of portfolio
12.24%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
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Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
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Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio