BAG
DFAI

Briggs Advisory Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Briggs Advisory Group’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$349K Buy
+13,352
New +$363K 0.2% 47

Other funds holding DFAI

SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

Briggs Advisory Group opened a new position in Dimensional International Core Equity Market ETF (DFAI) in Q3 2023: 13,352 shares worth $349K. The stake represents 0.2% of the portfolio and ranks #47 among its holdings.

385 funds tracked by Wall St. Rank hold DFAI as of Q3 2023.

  • Briggs Advisory Group held 13,352 shares of Dimensional International Core Equity Market ETF worth $349K as of Q3 2023.
  • Dimensional International Core Equity Market ETF was a new Briggs Advisory Group position in Q3 2023.
  • Dimensional International Core Equity Market ETF made up 0.2% of Briggs Advisory Group's portfolio in Q3 2023, its #47 holding.
  • 385 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2023.

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