Number of Shares
21,193.00
Current Holdings Value*
$986,530.00
% of Portfolio
0.56%
Total Estimate Gain
$418,773.68
% of Total Estimate Gain
40.85%

BRIGGS ADVISORY GROUP, INC.'s Dimensional U.S. Equity Market ETF Holding Summary

As of 2023-09-30, BRIGGS ADVISORY GROUP, INC. held 21,193.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $986,530.00. This investment constitutes 0.56% of their stock portfolio, and BRIGGS ADVISORY GROUP, INC. now holds 0.02% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2023Q3. And since then BRIGGS ADVISORY GROUP, INC. has made 1 purchases of DFUS, at an average price of $48.37, for a total of 21,193.00 shares. Based on historical transaction data and DFUS's current price of $68.13, BRIGGS ADVISORY GROUP, INC.'s estimated gain on his DFUS holdings is $418,773.68, reflecting a 40.85% gain to date.

BRIGGS ADVISORY GROUP, INC. DFUS ($68.13) Holding Chart

BRIGGS ADVISORY GROUP, INC. DFUS ($68.13) 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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