Briggs Advisory Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$870K	Buy	36,582 +12,010	+49%	+$293K	0.5%	30
2023 Q2	$581K	Buy	24,572 +2,606	+12%	+$62.5K	0.32%	36
2023 Q1	$523K	Sell	21,966 -1,468	-6%	-$34.8K	0.31%	39
2022 Q4	$520K	Buy	23,434 +475	+2%	+$9.9K	0.33%	40
2022 Q3	$426K	Buy	+22,959	New	+$480K	0.32%	38

Other funds holding DISV

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

SIS

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

BSW

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

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

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

Briggs Advisory Group increased its Dimensional International Small Cap Value ETF (DISV) stake by 49% in Q3 2023, buying an estimated $293K and bringing the position to 36,582 shares worth $870K. The position accounts for 0.5% of the portfolio, ranked #30.

Briggs Advisory Group first reported a position in DISV in Q3 2022 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold DISV as of Q3 2023.

Briggs Advisory Group held 36,582 shares of Dimensional International Small Cap Value ETF worth $870K as of Q3 2023.
Briggs Advisory Group bought 12,010 Dimensional International Small Cap Value ETF shares in Q3 2023, an estimated $293K.
Dimensional International Small Cap Value ETF made up 0.5% of Briggs Advisory Group's portfolio in Q3 2023, its #30 holding.
Briggs Advisory Group first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2023.

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