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 13,106 shares of DFAU stock, worth $494,358. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,106
Previous 13,106
-0.0%
Holding current value
$494,358
Previous $406,000
3.45%
% of portfolio
0.22%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio