DFA
RSSS icon

DHK Financial Advisors’s Research Solutions RSSS Stock Holding History

DHK Financial Advisors’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$341K Hold
118,761
– – 0.2% 77
2025
Q1 		$309K Hold
118,761
– – 0.17% 77
2024
Q4 		$493K Hold
118,761
– – 0.3% 57
2024
Q3 		$324K Buy
+118,761
New +$320K 0.2% 68

Other funds holding RSSS

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DHK Financial Advisors's RSSS Position: Q2 2025 in Review

DHK Financial Advisors held its Research Solutions (RSSS) position steady in Q2 2025 at 118,761 shares worth $341K. The position accounts for 0.2% of the portfolio, ranked #77.

DHK Financial Advisors first reported a position in RSSS in Q3 2024 and has held it in 4 quarters since. The position peaked at $493K in Q4 2024. 46 funds tracked by Wall St. Rank hold RSSS as of Q2 2025.

  • DHK Financial Advisors held 118,761 shares of Research Solutions worth $341K as of Q2 2025.
  • DHK Financial Advisors left its Research Solutions share count unchanged in Q2 2025.
  • Research Solutions made up 0.2% of DHK Financial Advisors's portfolio in Q2 2025, its #77 holding.
  • DHK Financial Advisors first reported a position in Research Solutions in Q3 2024 and has held it in 4 quarters since.
  • DHK Financial Advisors's Research Solutions position peaked at $493K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Research Solutions as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.