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 $4.06 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
74,110
Previous 70,663
4.88%
Holding current value
$4.06 Million
Previous $3.28 Million
3.29%
% of portfolio
1.94%
Previous 1.84%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
774Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio