Briggs Advisory Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Briggs Advisory Group’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.03M	Sell	77,409 -4,913	-6%	-$134K	1.16%	17
2023 Q2	$2.24M	Buy	82,322 +755	+0.9%	+$19.5K	1.25%	16
2023 Q1	$2.08M	Buy	81,567 +1,586	+2%	+$40.2K	1.23%	17
2022 Q4	$1.94M	Buy	79,981 +7,653	+11%	+$186K	1.24%	17
2022 Q3	$1.61M	Buy	72,328 +8,965	+14%	+$220K	1.21%	15
2022 Q2	$1.48M	Sell	63,363 -7,048	-10%	-$178K	1.08%	16
2022 Q1	$1.94M	Sell	70,411 -1,404	-2%	-$38.4K	1.29%	11
2021 Q4	$2.08M	Buy	+71,815	New	+$2.03M	1.42%	12

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Briggs Advisory Group's DFAC Position: Q3 2023 in Review

Briggs Advisory Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 6% in Q3 2023, selling an estimated $134K and leaving 77,409 shares worth $2.03M. The position accounts for 1.16% of the portfolio, ranked #17.

Briggs Advisory Group first reported a position in DFAC in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.24M in Q2 2023. 689 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

Briggs Advisory Group held 77,409 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.03M as of Q3 2023.
Briggs Advisory Group sold 4,913 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2023, an estimated $134K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.16% of Briggs Advisory Group's portfolio in Q3 2023, its #17 holding.
Briggs Advisory Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $2.24M in Q2 2023.
689 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.