Paragon Wealth Strategies’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$28.8M	Buy	+773,935	New	+$26.6M	7.93%	8

Other funds holding DFUV

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

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

BSW

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

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

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

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

RCG

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

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

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

Paragon Wealth Strategies opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q4 2023: 773,935 shares worth $28.8M. The stake represents 7.93% of the portfolio and ranks #8 among its holdings.

549 funds tracked by Wall St. Rank hold DFUV as of Q4 2023.

Paragon Wealth Strategies held 773,935 shares of Dimensional US Marketwide Value ETF worth $28.8M as of Q4 2023.
Dimensional US Marketwide Value ETF was a new Paragon Wealth Strategies position in Q4 2023.
Dimensional US Marketwide Value ETF made up 7.93% of Paragon Wealth Strategies's portfolio in Q4 2023, its #8 holding.
549 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2023.

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