Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 01-11-2024 | 12-31-2023 | 69 | 584,096,215 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1 | $169,964,972 | 4,566,496 | 0.03 | 0.03 | -31,816 | -0.69 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 2 | $82,281,570 | 1,572,359 | 0.01 | 0.01 | -12,486 | -0.79 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 3 | $79,514,860 | 2,314,169 | 0.01 | 0.01 | 51,041 | 2.26 | 12-31-2023 |
| ISHARES TR | MSCI USA QLT FCT | 4 | $71,722,789 | 487,446 | 0.01 | 0.01 | 40,769 | 9.13 | 12-31-2023 |
