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 151,922 shares of DFIV stock, worth $5.75 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
151,922
Previous 147,079
3.29%
Holding current value
$5.75 Million
Previous $4.83 Million
2.57%
% of portfolio
2.84%
Previous 2.7%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$633 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$555 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$423 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$275 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$254 Million0.04% of portfolio