Paragon Wealth Strategies’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$43M	Buy	+1,252,443	New	+$40.9M	11.85%	2

Other funds holding DFIV

BSW

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Paragon Wealth Strategies opened a new position in Dimensional International Value ETF (DFIV) in Q4 2023: 1,252,443 shares worth $43M. The stake represents 11.85% of the portfolio and ranks #2 among its holdings.

481 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

Paragon Wealth Strategies held 1,252,443 shares of Dimensional International Value ETF worth $43M as of Q4 2023.
Dimensional International Value ETF was a new Paragon Wealth Strategies position in Q4 2023.
Dimensional International Value ETF made up 11.85% of Paragon Wealth Strategies's portfolio in Q4 2023, its #2 holding.
481 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

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