Briggs Advisory Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Briggs Advisory Group, Inc.
- $174 Million
- Q3 2023
A detailed history of Briggs Advisory Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 77,409 shares of DFAC stock, worth $2.99 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
77,409
Previous 82,322
5.97%
Holding current value
$2.99 Million
Previous $2.24 Million
9.26%
% of portfolio
1.16%
Previous 1.25%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio