Paragon Wealth Strategies, LLC Dimensional ETF Tr Dimensional Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
A detailed history of Paragon Wealth Strategies, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 1,072,575 shares of DUHP stock, worth $37.5 Million. This represents 8.87% of its overall portfolio holdings.
Number of Shares
1,072,575Holding current value
$37.5 Million% of portfolio
8.87%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio