Number of Shares
151,922.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
2.84%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
32.47%

BRIGGS ADVISORY GROUP, INC.'s Dimensional International Value ETF Holding Summary

As of 2023-09-30, BRIGGS ADVISORY GROUP, INC. held 151,922.00 shares of Dimensional International Value ETF(DFIV), totaling $4.96 Mil. This investment constitutes 2.84% of their stock portfolio, and BRIGGS ADVISORY GROUP, INC. now holds 0.09% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2021Q4. And since then BRIGGS ADVISORY GROUP, INC. has made 6 purchases of DFIV, at an average price of $32.21, for a total of 152,734.00 shares. In addition, there have been 1 sales at an average price of $31.91 for 812.00 shares. Based on historical transaction data and DFIV's current price of $42.72, BRIGGS ADVISORY GROUP, INC.'s estimated gain on his DFIV holdings is $1.60 Mil, reflecting a 32.47% gain to date.

BRIGGS ADVISORY GROUP, INC. DFIV ($42.72) Holding Chart

BRIGGS ADVISORY GROUP, INC. DFIV ($42.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1