Briggs Advisory Group’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4.96M	Buy	151,922 +4,843	+3%	+$161K	2.84%	9
2023 Q2	$4.83M	Buy	147,079 +6,784	+5%	+$223K	2.7%	11
2023 Q1	$4.52M	Buy	140,295 +8,400	+6%	+$271K	2.68%	10
2022 Q4	$4.01M	Buy	131,895 +9,773	+8%	+$284K	2.55%	10
2022 Q3	$3.15M	Buy	122,122 +15,041	+14%	+$430K	2.36%	8
2022 Q2	$3.09M	Sell	107,081 -812	-0.8%	-$25.9K	2.26%	9
2022 Q1	$3.61M	Buy	107,893 +26,066	+32%	+$880K	2.4%	9
2021 Q4	$2.69M	Buy	+81,827	New	+$2.72M	1.83%	9

Other funds holding DFIV

BSW

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

SIS

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

IFA

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

FPAS

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

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

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

Briggs Advisory Group increased its Dimensional International Value ETF (DFIV) stake by 3.3% in Q3 2023, buying an estimated $161K and bringing the position to 151,922 shares worth $4.96M. The position accounts for 2.84% of the portfolio, ranked #9.

Briggs Advisory Group first reported a position in DFIV in Q4 2021 and has held it in 8 quarters since. 417 funds tracked by Wall St. Rank hold DFIV as of Q3 2023.

Briggs Advisory Group held 151,922 shares of Dimensional International Value ETF worth $4.96M as of Q3 2023.
Briggs Advisory Group bought 4,843 Dimensional International Value ETF shares in Q3 2023, an estimated $161K.
Dimensional International Value ETF made up 2.84% of Briggs Advisory Group's portfolio in Q3 2023, its #9 holding.
Briggs Advisory Group first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 8 quarters since.
417 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2023.

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