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 $2.77 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
77,409
Previous 82,322
5.97%
Holding current value
$2.77 Million
Previous $2.24 Million
9.26%
% of portfolio
1.16%
Previous 1.25%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio