BAG
DFEM icon

Briggs Advisory Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Briggs Advisory Group’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$454K Buy
+19,494
New +$471K 0.26% 40

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM

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

Briggs Advisory Group opened a new position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q3 2023: 19,494 shares worth $454K. The stake represents 0.26% of the portfolio and ranks #40 among its holdings.

237 funds tracked by Wall St. Rank hold DFEM as of Q3 2023.

  • Briggs Advisory Group held 19,494 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $454K as of Q3 2023.
  • Dimensional Emerging Markets Core Equity 2 ETF was a new Briggs Advisory Group position in Q3 2023.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.26% of Briggs Advisory Group's portfolio in Q3 2023, its #40 holding.
  • 237 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2023.

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