Paragon Wealth Strategies’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Paragon Wealth Strategies’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$42.3M	Buy	+1,448,051	New	+$39.2M	11.65%	3

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Paragon Wealth Strategies's DFAC Position: Q4 2023 in Review

Paragon Wealth Strategies opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q4 2023: 1,448,051 shares worth $42.3M. The stake represents 11.65% of the portfolio and ranks #3 among its holdings.

765 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

Paragon Wealth Strategies held 1,448,051 shares of Dimensional US Core Equity 2 ETF worth $42.3M as of Q4 2023.
Dimensional US Core Equity 2 ETF was a new Paragon Wealth Strategies position in Q4 2023.
Dimensional US Core Equity 2 ETF made up 11.65% of Paragon Wealth Strategies's portfolio in Q4 2023, its #3 holding.
765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Paragon Wealth Strategies's 13F filing for Q4 2023, filed 3 Jan 2024.