Resource Consulting Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Resource Consulting Group’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$531K	Sell	18,181 -463	-2%	-$12.5K	0.09%	40
2023 Q3	$488K	Hold	18,644	–	–	0.09%	37
2023 Q2	$506K	Hold	18,644	–	–	0.1%	43
2023 Q1	$475K	Hold	18,644	–	–	0.12%	22
2022 Q4	$453K	Sell	18,644 -588	-3%	-$14.3K	0.12%	21
2022 Q3	$428K	Buy	19,232 +1,458	+8%	+$35.8K	0.12%	27
2022 Q2	$414K	Hold	17,774	–	–	0.18%	37
2022 Q1	$490K	Hold	17,774	–	–	0.17%	49
2021 Q4	$515K	Buy	+17,774	New	+$502K	0.18%	46

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Resource Consulting Group's DFAC Position: Q4 2023 in Review

Resource Consulting Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.5% in Q4 2023, selling an estimated $12.5K and leaving 18,181 shares worth $531K. The position accounts for 0.09% of the portfolio, ranked #40.

Resource Consulting Group first reported a position in DFAC in Q4 2021 and has held it in 9 quarters since. 768 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

Resource Consulting Group held 18,181 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $531K as of Q4 2023.
Resource Consulting Group sold 463 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2023, an estimated $12.5K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.09% of Resource Consulting Group's portfolio in Q4 2023, its #40 holding.
Resource Consulting Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 9 quarters since.
768 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.