Number of Shares
1.57 Mil
Current Holdings Value*
$82.28 Mil
% of Portfolio
14.09%
Total Estimate Gain
$12.99 Mil
% of Total Estimate Gain
17.07%

RESOURCE CONSULTING GROUP INC's Dimensional U.S. Targeted Value ETF Holding Summary

As of 2023-12-31, RESOURCE CONSULTING GROUP INC held 1.57 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $82.28 Mil. This investment constitutes 14.09% of their stock portfolio, and RESOURCE CONSULTING GROUP INC now holds 0.9% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.

The initial trade took place in 2021Q4. And since then RESOURCE CONSULTING GROUP INC has made 4 purchases of DFAT, at an average price of $46.60, for a total of 1.63 Mil shares. In addition, there have been 4 sales at an average price of $44.95 for 60,671.00 shares. Based on historical transaction data and DFAT's current price of $54.93, RESOURCE CONSULTING GROUP INC's estimated gain on his DFAT holdings is $12.99 Mil, reflecting a 17.07% gain to date.

RESOURCE CONSULTING GROUP INC DFAT ($54.93) Holding Chart

RESOURCE CONSULTING GROUP INC DFAT ($54.93) 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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