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 $60 Million. This represents 12.44% of its overall portfolio holdings.
Number of Shares
1,252,443Holding current value
$60 Million% of portfolio
12.44%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
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Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
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Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio