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 $5.39 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares

151,922

Previous 147,079 3.29%

Holding current value

$5.39 Million

Previous $4.83 Million 2.57%

% of portfolio

2.84%

Previous 2.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	BUY	$32.1 - $34.42 $155,460 - $166,696	4,843 Added 3.29%	151,922 $4.96 Million
Q2 2023 Jul 24, 2023	BUY	$31.45 - $33.77 $213,356 - $229,095	6,784 Added 4.84%	147,079 $4.83 Million
Q1 2023 May 05, 2023	BUY	$30.43 - $33.38 $255,612 - $280,392	8,400 Added 6.37%	140,295 $4.52 Million
Q4 2022 Feb 09, 2023	BUY	$25.88 - $31.1 $252,925 - $303,940	9,773 Added 8.0%	131,895 $4.01 Million
Q3 2022 Nov 01, 2022	BUY	$25.71 - $30.57 $386,704 - $459,803	15,041 Added 14.05%	122,122 $3.15 Million
Q2 2022 Jul 22, 2022	SELL	$28.66 - $33.84 $23,271 - $27,478	-812 Reduced 0.75%	107,081 $3.09 Million
Q1 2022 Apr 14, 2022	BUY	$30.75 - $35.49 $801,529 - $925,082	26,066 Added 31.86%	107,893 $3.61 Million
Q4 2021 Jan 27, 2022	BUY	$31.61 - $34.21 $2.59 Million - $2.8 Million	81,827 New	81,827 $2.69 Million

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Briggs Advisory Group, Inc. Dimensional ETF Tr Transaction History