RESOURCE CONSULTING GROUP INC

Q4 2023 13F Holdings

  • Location
    orlando, FL
  • Num holdings

    69

  • Value ($000)

    $584,096

  • Date Filed
    01/11/2024
  • Form type
    13F-HR
  • CIK
    0000831941
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFUV
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$169.96M
29 %

4,566,496

DFAT
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$82.28M
14 %

1,572,359

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$79.51M
14 %

2,314,169

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$71.72M
12 %

487,446

DFAS
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
$62.78M
11 %

1,053,036

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$45.82M
8 %

893,675

IRMD
IRMD

IRADIMED CORP

COM
$4.89M
1 %

103,000

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
$4.88M
1 %

9

DFAR
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
$4.38M
1 %

192,643

AVGO
AVGO

BROADCOM INC

COM
$3.79M
1 %

3,396

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