Briggs Advisory Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.39M	Buy	74,110 +3,447	+5%	+$164K	1.94%	12
2023 Q2	$3.28M	Buy	70,663 +12,509	+22%	+$549K	1.83%	12
2023 Q1	$2.59M	Buy	58,154 +8,216	+16%	+$381K	1.53%	14
2022 Q4	$2.19M	Sell	49,938 -967	-2%	-$42.5K	1.4%	15
2022 Q3	$1.98M	Buy	50,905 +9,358	+23%	+$399K	1.49%	12
2022 Q2	$1.67M	Buy	41,547 +6,768	+19%	+$297K	1.22%	15
2022 Q1	$1.62M	Buy	34,779 +14,446	+71%	+$673K	1.08%	14
2021 Q4	$966K	Buy	+20,333	New	+$955K	0.66%	22

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BSW

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

FFM

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

FPAS

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Briggs Advisory Group increased its Dimensional US Targeted Value ETF (DFAT) stake by 4.9% in Q3 2023, buying an estimated $164K and bringing the position to 74,110 shares worth $3.39M. The position accounts for 1.94% of the portfolio, ranked #12.

Briggs Advisory Group first reported a position in DFAT in Q4 2021 and has held it in 8 quarters since. 510 funds tracked by Wall St. Rank hold DFAT as of Q3 2023.

Briggs Advisory Group held 74,110 shares of Dimensional US Targeted Value ETF worth $3.39M as of Q3 2023.
Briggs Advisory Group bought 3,447 Dimensional US Targeted Value ETF shares in Q3 2023, an estimated $164K.
Dimensional US Targeted Value ETF made up 1.94% of Briggs Advisory Group's portfolio in Q3 2023, its #12 holding.
Briggs Advisory Group first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 8 quarters since.
510 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2023.

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