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Briggs Advisory Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Briggs Advisory Group’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$393K Hold
13,106
– – 0.22% 43
2023
Q2 		$406K Hold
13,106
– – 0.23% 40
2023
Q1 		$377K Hold
13,106
– – 0.22% 44
2022
Q4 		$354K Sell
13,106
-3,267
-20% -$88.8K 0.23% 46
2022
Q3 		$412K Buy
16,373
+6,259
+62% +$174K 0.31% 39
2022
Q2 		$267K Buy
+10,114
New +$290K 0.2% 47

Other funds holding DFAU

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Briggs Advisory Group held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q3 2023 at 13,106 shares worth $393K. The position accounts for 0.22% of the portfolio, ranked #43.

Briggs Advisory Group first reported a position in DFAU in Q2 2022 and has held it in 6 quarters since. The position peaked at $412K in Q3 2022. 320 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

  • Briggs Advisory Group held 13,106 shares of Dimensional US Core Equity Market ETF worth $393K as of Q3 2023.
  • Briggs Advisory Group left its Dimensional US Core Equity Market ETF share count unchanged in Q3 2023.
  • Dimensional US Core Equity Market ETF made up 0.22% of Briggs Advisory Group's portfolio in Q3 2023, its #43 holding.
  • Briggs Advisory Group first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 6 quarters since.
  • Briggs Advisory Group's Dimensional US Core Equity Market ETF position peaked at $412K in Q3 2022.
  • 320 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

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