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 $50.2 Million. This represents 12.24% of its overall portfolio holdings.
Number of Shares
1,448,051Holding current value
$50.2 Million% of portfolio
12.24%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio