Resource Consulting Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$170M	Sell	4,566,496 -31,816	-0.7%	-$1.1M	29.1%	1
2023 Q3	$156M	Buy	4,598,312 +24,518	+0.5%	+$859K	30.36%	1
2023 Q2	$158M	Buy	4,573,794 +108,159	+2%	+$3.61M	31.19%	1
2023 Q1	$150M	Sell	4,465,635 -1,109	-0%	-$38K	38.56%	1
2022 Q4	$150M	Buy	4,466,744 +50,291	+1%	+$1.67M	39.1%	1
2022 Q3	$131M	Buy	+4,416,453	New	+$144M	37.27%	1

Other funds holding DFUV

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

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

BSW

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Resource Consulting Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.69% in Q4 2023, selling an estimated $1.1M and leaving 4,566,496 shares worth $170M. The position accounts for 29.1% of the portfolio, ranked #1.

Resource Consulting Group first reported a position in DFUV in Q3 2022 and has held it in 6 quarters since. 549 funds tracked by Wall St. Rank hold DFUV as of Q4 2023.

Resource Consulting Group held 4,566,496 shares of Dimensional US Marketwide Value ETF worth $170M as of Q4 2023.
Resource Consulting Group sold 31,816 Dimensional US Marketwide Value ETF shares in Q4 2023, an estimated $1.1M.
Dimensional US Marketwide Value ETF made up 29.1% of Resource Consulting Group's portfolio in Q4 2023, its #1 holding.
Resource Consulting Group first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 6 quarters since.
549 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2023.

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