Paragon Wealth Strategies, LLC Dimensional ETF Tr Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
A detailed history of Paragon Wealth Strategies, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 1,252,443 shares of DFIV stock, worth $47.4 Million. This represents 12.44% of its overall portfolio holdings.
Number of Shares
1,252,443Holding current value
$47.4 Million% of portfolio
12.44%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$633 Million1.52% of portfolio
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Envestnet Asset Management Inc14.7MShares$555 Million0.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$423 Million4.47% of portfolio
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Savant Capital, LLC7.26MShares$275 Million2.57% of portfolio
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Northern Trust Corp Chicago, IL6.7MShares$254 Million0.04% of portfolio