Number of Shares
306,513.00
Current Holdings Value*
$6.90 Mil
% of Portfolio
3.95%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
11.32%

BRIGGS ADVISORY GROUP, INC.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary

As of 2023-09-30, BRIGGS ADVISORY GROUP, INC. held 306,513.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $6.90 Mil. This investment constitutes 3.95% of their stock portfolio, and BRIGGS ADVISORY GROUP, INC. now holds 0.13% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2021Q4. And since then BRIGGS ADVISORY GROUP, INC. has made 4 purchases of DFAX, at an average price of $25.44, for a total of 366,230.00 shares. In addition, there have been 3 sales at an average price of $22.37 for 59,717.00 shares. Based on historical transaction data and DFAX's current price of $29.48, BRIGGS ADVISORY GROUP, INC.'s estimated gain on his DFAX holdings is $1.05 Mil, reflecting a 11.32% gain to date.

BRIGGS ADVISORY GROUP, INC. DFAX ($29.48) Holding Chart

BRIGGS ADVISORY GROUP, INC. DFAX ($29.48) 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 %

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