Paragon Wealth Strategies, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Paragon Wealth Strategies, LLC

$346 Million
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

206M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.32 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.29 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$292 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$239 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$236 Million
15.86% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paragon Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Wealth Strategies, LLC with notifications on news.