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 $2.97 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
77,409
Previous 82,322
5.97%
Holding current value
$2.97 Million
Previous $2.24 Million
9.26%
% of portfolio
1.16%
Previous 1.25%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
834MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio