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 $2.63 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
77,409
Previous 82,322
5.97%
Holding current value
$2.63 Million
Previous $2.24 Million
9.26%
% of portfolio
1.16%
Previous 1.25%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio