Briggs Advisory Group’s Dimensional US Core Equity 2 ETF 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 $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

RWM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Briggs Advisory Group reduced its Dimensional US Core Equity 2 ETF (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. 686 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

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

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