Paragon Wealth Strategies »

DFA Tax-Managed US Marketwide Value II shares owned by Paragon Wealth Strategies

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Paragon Wealth Strategies from 13F filings

Historical chart of Paragon Wealth Strategies investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Paragon Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Paragon Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $29M 774k 37.22

More positions owned by Paragon Wealth Strategies

Vanguard S&p 500 Etf Etf (VOO)
Dimensional International Value Etf Etf (DFIV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Russell 1000 Growth Etf Etf (IWF)
Powershares Qqq Tr Etf (QQQ)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Neos Etf Trust Etf (CSHI)
Ishares Investment Grade Bond Factor Etf Etf (IGEB)
Ishares 20 Yr Treasury Etf Etf (TLT)
Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Stock (MSFT)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)

View all positions for Paragon Wealth Strategies

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
HighTower Advisors
Resource Consulting Group
Creative Planning
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

View all funds holding DFA Tax-Managed US Marketwide Value II