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 $53 Million. This represents 12.44% of its overall portfolio holdings.
Number of Shares
1,252,443Holding current value
$53 Million% of portfolio
12.44%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
687Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$847 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$808 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$472 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$359 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$308 Million0.15% of portfolio