Latest imported 13F data
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Showing Q4 2023 data
HedgeTrack has imported Q4 2025 data overall, but RESOURCE CONSULTING GROUP INC's latest available filing here is Q4 2023.

RESOURCE CONSULTING GROUP INC

โ€ขCIK: 831941โ€ขFiling: Q4 2023

**RESOURCE CONSULTING GROUP INC** manages $584M across a portfolio of 69 positions, exhibiting a concentrated, value-oriented mandate. The fund maintains significant exposure to specialized industrial and technology names, highlighted by a substantial $170.0M allocation to DFUV. Further concentration is evident with $82.3M in DFAT and $79.5M in DFIV, suggesting deep conviction in specific sector plays. This structure indicates a tactical approach favoring high-conviction, large-cap opportunities.

Total AUM
$584.1M
QoQ Performance
N/A
Positions
51
Top 10 Concentration
90.7%
Latest Filing
Q4 2023

Top Holdings Allocation

DFUV
DFAT
DFIV
QUAL
DFAS
IGSB
DFUV29.1%
DFAT14.1%
DFIV13.6%
QUAL12.3%
DFAS10.7%
IGSB7.8%
IRMD0.8%
BRK.A0.8%

๐Ÿ“ˆ Biggest Buys

DFUV
DIMENSIONAL ETF TRUST
NEW
29.1% of portfolio
DFAT
DIMENSIONAL ETF TRUST
NEW
14.1% of portfolio
DFIV
DIMENSIONAL ETF TRUST
NEW
13.6% of portfolio
QUAL
ISHARES TR
NEW
12.3% of portfolio
DFAS
DIMENSIONAL ETF TRUST
NEW
10.7% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other95.1%
Technology2.3%
Healthcare0.6%
Industrial0.5%
Consumer0.4%
Materials0.2%
ETF0.2%
Financial0.2%

Changes from Q3 2023

NEW69 new positions

Historical Filings

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022