Briggs Advisory Group, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 74,110 shares of DFAT stock, worth $4.09 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
74,110
Previous 70,663
4.88%
Holding current value
$4.09 Million
Previous $3.28 Million
3.29%
% of portfolio
1.94%
Previous 1.84%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio