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 $969,788. This represents 0.5% of its overall portfolio holdings.

Number of Shares
36,582
Previous 24,572 48.88%
Holding current value
$969,788
Previous $581,000 49.57%
% of portfolio
0.5%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023
BUY
$23.27 - $25.13 $279,472 - $301,811
12,010 Added 48.88%
36,582 $869,000
Q2 2023

Jul 24, 2023
BUY
$23.01 - $24.6 $59,964 - $64,107
2,606 Added 11.86%
24,572 $581,000
Q1 2023

May 05, 2023
SELL
$22.4 - $24.75 $32,883 - $36,333
-1,468 Reduced 6.26%
21,966 $522,000
Q4 2022

Feb 09, 2023
BUY
$18.45 - $22.54 $8,763 - $10,706
475 Added 2.07%
23,434 $520,000
Q3 2022

Nov 01, 2022
BUY
$18.36 - $22.57 $421,527 - $518,184
22,959 New
22,959 $426,000

Others Institutions Holding DISV

# of Institutions
274
Shares Held
60.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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