Resource Planning Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Resource Planning Group’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$5.23M	Buy	178,933 +168,648	+1,640%	+$4.56M	3.32%	9
2023 Q3	$269K	Buy	+10,285	New	+$281K	0.23%	49

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Resource Planning Group's DFAC Position: Q4 2023 in Review

Resource Planning Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1,640% in Q4 2023, buying an estimated $4.56M and bringing the position to 178,933 shares worth $5.23M. The position accounts for 3.32% of the portfolio, ranked #9.

Resource Planning Group first reported a position in DFAC in Q3 2023 and has held it in 2 quarters since. 768 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

Resource Planning Group held 178,933 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $5.23M as of Q4 2023.
Resource Planning Group bought 168,648 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2023, an estimated $4.56M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 3.32% of Resource Planning Group's portfolio in Q4 2023, its #9 holding.
Resource Planning Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2023 and has held it in 2 quarters since.
768 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.