Briggs Advisory Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$6.9M	Buy	306,513 +12,938	+4%	+$303K	3.95%	7
2023 Q2	$6.84M	Buy	293,575 +2,216	+0.8%	+$51.6K	3.82%	8
2023 Q1	$6.72M	Buy	291,359 +4,696	+2%	+$107K	3.98%	7
2022 Q4	$6.19M	Sell	286,663 -30,093	-10%	-$626K	3.94%	7
2022 Q3	$5.98M	Buy	316,756 +25,983	+9%	+$552K	4.49%	6
2022 Q2	$6.23M	Sell	290,773 -19,608	-6%	-$456K	4.56%	5
2022 Q1	$7.74M	Sell	310,381 -10,016	-3%	-$254K	5.14%	5
2021 Q4	$8.37M	Buy	+320,397	New	+$8.37M	5.71%	5

Other funds holding DFAX

BSW

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

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

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

SIS

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

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

Briggs Advisory Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.4% in Q3 2023, buying an estimated $303K and bringing the position to 306,513 shares worth $6.9M. The position accounts for 3.95% of the portfolio, ranked #7.

Briggs Advisory Group first reported a position in DFAX in Q4 2021 and has held it in 8 quarters since. The position peaked at $8.37M in Q4 2021. 396 funds tracked by Wall St. Rank hold DFAX as of Q3 2023.

Briggs Advisory Group held 306,513 shares of Dimensional World ex US Core Equity 2 ETF worth $6.9M as of Q3 2023.
Briggs Advisory Group bought 12,938 Dimensional World ex US Core Equity 2 ETF shares in Q3 2023, an estimated $303K.
Dimensional World ex US Core Equity 2 ETF made up 3.95% of Briggs Advisory Group's portfolio in Q3 2023, its #7 holding.
Briggs Advisory Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's Dimensional World ex US Core Equity 2 ETF position peaked at $8.37M in Q4 2021.
396 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2023.

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