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 306,513 shares of DFAX stock, worth $7.73 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares

306,513

Previous 293,575 4.41%

Holding current value

$7.73 Million

Previous $6.84 Million 0.86%

% of portfolio

3.96%

Previous 3.83%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	BUY	$22.41 - $24.35 $289,940 - $315,040	12,938 Added 4.41%	306,513 $6.9 Million
Q2 2023 Jul 24, 2023	BUY	$22.56 - $24.03 $49,992 - $53,250	2,216 Added 0.76%	293,575 $6.84 Million
Q1 2023 May 05, 2023	BUY	$21.74 - $23.72 $102,091 - $111,389	4,696 Added 1.64%	291,359 $6.72 Million
Q4 2022 Feb 09, 2023	SELL	$18.81 - $22.36 $566,049 - $672,879	-30,093 Reduced 9.5%	286,663 $6.19 Million
Q3 2022 Nov 01, 2022	BUY	$18.89 - $22.64 $490,818 - $588,255	25,983 Added 8.94%	316,756 $5.98 Million
Q2 2022 Jul 22, 2022	SELL	$21.22 - $25.37 $416,081 - $497,454	-19,608 Reduced 6.32%	290,773 $6.23 Million
Q1 2022 Apr 14, 2022	SELL	$23.26 - $26.72 $232,972 - $267,627	-10,016 Reduced 3.13%	310,381 $7.74 Million
Q4 2021 Jan 27, 2022	BUY	$25.17 - $26.82 $8.06 Million - $8.59 Million	320,397 New	320,397 $8.37 Million

Others Institutions Holding DFAX

# of Institutions

513

Shares Held

221M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Briggs Advisory Group, Inc. Dimensional ETF Tr Transaction History