Resource Consulting Group’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$79.5M	Buy	2,314,169 +51,041	+2%	+$1.67M	13.61%	3
2023 Q3	$73.8M	Sell	2,263,128 -51,454	-2%	-$1.71M	14.33%	2
2023 Q2	$76M	Buy	2,314,582 +73,048	+3%	+$2.4M	15.03%	3
2023 Q1	$72.2M	Sell	2,241,534 -47,011	-2%	-$1.52M	18.63%	3
2022 Q4	$69.6M	Buy	2,288,545 +63,374	+3%	+$1.84M	18.19%	3
2022 Q3	$57.3M	Buy	2,225,171 +8,375	+0.4%	+$239K	16.34%	4
2022 Q2	$64M	Sell	2,216,796 -9,348	-0.4%	-$298K	27.58%	3
2022 Q1	$74.5M	Buy	2,226,144 +39,050	+2%	+$1.32M	25.82%	2
2021 Q4	$71.8M	Buy	+2,187,094	New	+$72.6M	25.36%	3

Other funds holding DFIV

BSW

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Resource Consulting Group increased its Dimensional International Value ETF (DFIV) stake by 2.3% in Q4 2023, buying an estimated $1.67M and bringing the position to 2,314,169 shares worth $79.5M. The position accounts for 13.61% of the portfolio, ranked #3.

Resource Consulting Group first reported a position in DFIV in Q4 2021 and has held it in 9 quarters since. 481 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

Resource Consulting Group held 2,314,169 shares of Dimensional International Value ETF worth $79.5M as of Q4 2023.
Resource Consulting Group bought 51,041 Dimensional International Value ETF shares in Q4 2023, an estimated $1.67M.
Dimensional International Value ETF made up 13.61% of Resource Consulting Group's portfolio in Q4 2023, its #3 holding.
Resource Consulting Group first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 9 quarters since.
481 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

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