Paragon Wealth Strategies, LLC Dimensional ETF Tr Us Marketwi Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
A detailed history of Paragon Wealth Strategies, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 773,935 shares of DFUV stock, worth $31.7 Million. This represents 8.33% of its overall portfolio holdings.
Number of Shares
773,935Holding current value
$31.7 Million% of portfolio
8.33%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
731Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
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Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
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Savant Capital, LLC17.3MShares$709 Million5.4% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$591 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.5MShares$432 Million0.73% of portfolio