StockDriftsStockDriftsTop 50 Resource Consulting Group Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 29.1% | 4.57M | $170.0M | -0.69%(-31.82K) | — | 2023-12-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 14.09% | 1.57M | $82.3M | -0.79%(-12.49K) | — | 2023-12-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 13.61% | 2.31M | $79.5M | +2.26%(+51.04K) | — | 2023-12-31 | |
| QUAL | ISHARES TR | 12.28% | 487.4K | $71.7M | +9.13%(+40.77K) | — | 2023-12-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 10.75% | 1.05M | $62.8M | -7.17%(-81.32K) | — | 2023-12-31 | |
| IGSB | ISHARES TR | 7.85% | 893.7K | $45.8M | +0.86%(+7.64K) | — | 2023-12-31 | |
| IRMD | IRADIMED CORP | 0.84% | 103.0K | $4.9M | -19.53%(-25.00K) | — | 2023-12-31 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 0.84% | 9 | $4.9M | +50.00%(+3) | — | 2023-12-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 0.75% | 192.6K | $4.4M | +29.57%(+43.97K) | — | 2023-12-31 | |
| AVGO | BROADCOM INC | 0.65% | 3.4K | $3.8M | +0.21%(+7) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Resource Consulting Group Inc reports $584.10M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are DFUV (29.1%), DFAT (14.1%) and DFIV (13.6%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Resource Consulting Group Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 831941). View Resource Consulting Group Inc’s 13F filings on SEC