Number of Shares
1.05 Mil
Current Holdings Value*
$62.78 Mil
% of Portfolio
10.75%
Total Estimate Gain
$5.42 Mil
% of Total Estimate Gain
6.40%

RESOURCE CONSULTING GROUP INC's Dimensional U.S. Small Cap ETF Holding Summary

As of 2023-12-31, RESOURCE CONSULTING GROUP INC held 1.05 Mil shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $62.78 Mil. This investment constitutes 10.75% of their stock portfolio, and RESOURCE CONSULTING GROUP INC now holds 1.08% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2021Q4. And since then RESOURCE CONSULTING GROUP INC has made 3 purchases of DFAS, at an average price of $58.85, for a total of 1.44 Mil shares. In addition, there have been 5 sales at an average price of $54.52 for 386,632.00 shares. Based on historical transaction data and DFAS's current price of $65.59, RESOURCE CONSULTING GROUP INC's estimated gain on his DFAS holdings is $5.42 Mil, reflecting a 6.40% gain to date.

RESOURCE CONSULTING GROUP INC DFAS ($65.59) Holding Chart

RESOURCE CONSULTING GROUP INC DFAS ($65.59) 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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