BAG
DFUS

Briggs Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Briggs Advisory Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$987K Buy
+21,193
New +$1.03M 0.56% 27

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Briggs Advisory Group opened a new position in Dimensional US Equity ETF (DFUS) in Q3 2023: 21,193 shares worth $987K. The stake represents 0.56% of the portfolio and ranks #27 among its holdings.

476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

  • Briggs Advisory Group held 21,193 shares of Dimensional US Equity ETF worth $987K as of Q3 2023.
  • Dimensional US Equity ETF was a new Briggs Advisory Group position in Q3 2023.
  • Dimensional US Equity ETF made up 0.56% of Briggs Advisory Group's portfolio in Q3 2023, its #27 holding.
  • 476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

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