Briggs Advisory Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Briggs Advisory Group, Inc.
- $174 Million
- Q3 2023
A detailed history of Briggs Advisory Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 36,582 shares of DISV stock, worth $1.03 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
36,582
Previous 24,572
48.88%
Holding current value
$1.03 Million
Previous $581,000
49.57%
% of portfolio
0.5%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.9 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.1 Million1.12% of portfolio