Briggs Advisory Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Briggs Advisory Group, Inc.
- $174 Million
- Q3 2023
A detailed history of Briggs Advisory Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 77,409 shares of DFAC stock, worth $2.83 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
77,409
Previous 82,322
5.97%
Holding current value
$2.83 Million
Previous $2.24 Million
9.26%
% of portfolio
1.16%
Previous 1.25%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio