Resource Consulting Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$4.38M	Buy	192,643 +43,968	+30%	+$901K	0.75%	9
2023 Q3	$2.9M	Buy	148,675 +9,958	+7%	+$211K	0.56%	9
2023 Q2	$2.99M	Buy	138,717 +74,615	+116%	+$1.58M	0.59%	10
2023 Q1	$1.38M	Buy	64,102 +16,812	+36%	+$370K	0.36%	7
2022 Q4	$1M	Buy	47,290 +32,723	+225%	+$693K	0.26%	12
2022 Q3	$299K	Sell	14,567 -260	-2%	-$6.17K	0.09%	33
2022 Q2	$343K	Buy	+14,827	New	+$371K	0.15%	41

Other funds holding DFAR

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

BFA

Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Resource Consulting Group increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 30% in Q4 2023, buying an estimated $901K and bringing the position to 192,643 shares worth $4.38M. The position accounts for 0.75% of the portfolio, ranked #9.

Resource Consulting Group first reported a position in DFAR in Q2 2022 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

Resource Consulting Group held 192,643 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.38M as of Q4 2023.
Resource Consulting Group bought 43,968 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q4 2023, an estimated $901K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.75% of Resource Consulting Group's portfolio in Q4 2023, its #9 holding.
Resource Consulting Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2023.

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