Briggs Advisory Group, Inc. Dimensional ETF Tr Transaction History

Briggs Advisory Group, Inc.

$174 Million
Q3 2023

A detailed history of Briggs Advisory Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 13,352 shares of DFAI stock, worth $432,070. This represents 0.2% of its overall portfolio holdings.

Number of Shares

13,352

Holding current value

$432,070

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 27, 2023	BUY	$26.0 - $28.17 $347,152 - $376,125	13,352 New	13,352 $348,000

Others Institutions Holding DFAI

# of Institutions

630

Shares Held

235M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.04 Billion
6.3% of portfolio
Envestnet Asset Management Inc

7.43M
Shares

$241 Million
0.08% of portfolio
Sym Financial Corp

6.67M
Shares

$216 Million
25.84% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$194 Million
0.01% of portfolio
Cable Hill Partners, LLC Portland, OR

5.71M
Shares

$185 Million
18.44% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Briggs Advisory Group, Inc. Dimensional ETF Tr Transaction History