Paragon Wealth Strategies’s Dimensional US High Profitability ETF DUHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$30.7M	Buy	+1,072,575	New	+$28.7M	8.45%	7

Other funds holding DUHP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

Paragon Wealth Strategies opened a new position in Dimensional US High Profitability ETF (DUHP) in Q4 2023: 1,072,575 shares worth $30.7M. The stake represents 8.45% of the portfolio and ranks #7 among its holdings.

239 funds tracked by Wall St. Rank hold DUHP as of Q4 2023.

Paragon Wealth Strategies held 1,072,575 shares of Dimensional US High Profitability ETF worth $30.7M as of Q4 2023.
Dimensional US High Profitability ETF was a new Paragon Wealth Strategies position in Q4 2023.
Dimensional US High Profitability ETF made up 8.45% of Paragon Wealth Strategies's portfolio in Q4 2023, its #7 holding.
239 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2023.

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