RCG
DFUS

Resource Consulting Group’s Dimensional US Equity ETF DFUS Stock Holding History

Resource Consulting Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.52M Hold
29,292
– – 0.26% 20
2023
Q3 		$1.36M Hold
29,292
– – 0.26% 17
2023
Q2 		$1.41M Hold
29,292
– – 0.28% 23
2023
Q1 		$1.3M Hold
29,292
– – 0.34% 8
2022
Q4 		$1.22M Hold
29,292
– – 0.32% 7
2022
Q3 		$1.14M Hold
29,292
– – 0.32% 11
2022
Q2 		$1.19M Hold
29,292
– – 0.51% 6
2022
Q1 		$1.44M Hold
29,292
– – 0.5% 11
2021
Q4 		$1.51M Buy
+29,292
New +$1.47M 0.53% 9

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Resource Consulting Group held its Dimensional US Equity ETF (DFUS) position steady in Q4 2023 at 29,292 shares worth $1.52M. The position accounts for 0.26% of the portfolio, ranked #20.

Resource Consulting Group first reported a position in DFUS in Q4 2021 and has held it in 9 quarters since. 547 funds tracked by Wall St. Rank hold DFUS as of Q4 2023.

  • Resource Consulting Group held 29,292 shares of Dimensional US Equity ETF worth $1.52M as of Q4 2023.
  • Resource Consulting Group left its Dimensional US Equity ETF share count unchanged in Q4 2023.
  • Dimensional US Equity ETF made up 0.26% of Resource Consulting Group's portfolio in Q4 2023, its #20 holding.
  • Resource Consulting Group first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 9 quarters since.
  • 547 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2023.

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