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 $34.9 Million. This represents 8.33% of its overall portfolio holdings.
Number of Shares
773,935Holding current value
$34.9 Million% of portfolio
8.33%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
773Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
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Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
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Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio