Number of Shares
4.57 Mil
Current Holdings Value*
$169.96 Mil
% of Portfolio
29.1%
Total Estimate Gain
$30.11 Mil
% of Total Estimate Gain
20.11%

RESOURCE CONSULTING GROUP INC's Dimensional US Marketwide Value ETF Holding Summary

As of 2023-12-31, RESOURCE CONSULTING GROUP INC held 4.57 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $169.96 Mil. This investment constitutes 29.1% of their stock portfolio, and RESOURCE CONSULTING GROUP INC now holds 1.84% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2022Q3. And since then RESOURCE CONSULTING GROUP INC has made 4 purchases of DFUV, at an average price of $32.56, for a total of 4.60 Mil shares. In addition, there have been 2 sales at an average price of $34.41 for 32,925.00 shares. Based on historical transaction data and DFUV's current price of $39.14, RESOURCE CONSULTING GROUP INC's estimated gain on his DFUV holdings is $30.11 Mil, reflecting a 20.11% gain to date.

RESOURCE CONSULTING GROUP INC DFUV ($39.14) Holding Chart

RESOURCE CONSULTING GROUP INC DFUV ($39.14) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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