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 13,106 shares of DFAU stock, worth $602,220. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,106
Previous 13,106
-0.0%
Holding current value
$602,220
Previous $406,000
3.45%
% of portfolio
0.22%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio