Resource Consulting Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$316K	Hold	12,953	–	–	0.05%	56
2023 Q3	$292K	Buy	12,953 +102	+0.8%	+$2.39K	0.06%	45
2023 Q2	$300K	Buy	12,851 +475	+4%	+$11.1K	0.06%	57
2023 Q1	$285K	Sell	12,376 -260	-2%	-$5.94K	0.07%	28
2022 Q4	$273K	Sell	12,636 -259	-2%	-$5.38K	0.07%	30
2022 Q3	$244K	Buy	12,895 +487	+4%	+$10.3K	0.07%	40
2022 Q2	$266K	Buy	12,408 +225	+2%	+$5.24K	0.11%	51
2022 Q1	$304K	Sell	12,183 -206	-2%	-$5.22K	0.11%	64
2021 Q4	$323K	Buy	+12,389	New	+$324K	0.11%	58

Other funds holding DFAX

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Resource Consulting Group held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q4 2023 at 12,953 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #56.

Resource Consulting Group first reported a position in DFAX in Q4 2021 and has held it in 9 quarters since. The position peaked at $323K in Q4 2021. 428 funds tracked by Wall St. Rank hold DFAX as of Q4 2023.

Resource Consulting Group held 12,953 shares of Dimensional World ex US Core Equity 2 ETF worth $316K as of Q4 2023.
Resource Consulting Group left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q4 2023.
Dimensional World ex US Core Equity 2 ETF made up 0.05% of Resource Consulting Group's portfolio in Q4 2023, its #56 holding.
Resource Consulting Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 9 quarters since.
Resource Consulting Group's Dimensional World ex US Core Equity 2 ETF position peaked at $323K in Q4 2021.
428 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2023.

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