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  Name: RESOURCE CONSULTING GROUP INC
  City: ORLANDO
  State: FL
  Zip: 32801
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $584,097,000
  Total Value Change : $68,820,000
  Securities Held Change : 17
   
All Securities Held : 69
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 30
  Unchanged Positions : 20
  Decreased Positions : 13

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 1 - $38.96 $169,965,000 4,566,496 29.1% 13,530,000 -31,816 0.507    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 2 - $51.42 $82,282,000 1,572,359 14.09% 9,870,000 -12,486 0.175    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 5 - $59.61 $62,782,000 1,053,036 10.75% 3,240,000 -81,321 1.17    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 11 - $446.34 $3,635,000 9,667 0.62% 58,000 -1,661 0    Application Software
   (PG)1 Year Chart         PG Procter & Gamble Co 32 - $168.56 $974,000 6,645 0.17% -23,000 -192 0    Cleaning Products
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 33 - $269.40 $885,000 3,729 0.15% -224,000 -1,490 0    Closed - End Fund - E...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 40 - $32.36 $531,000 18,181 0.09% 43,000 -463 0.002    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 41 - $109.38 $455,000 4,547 0.08% -86,000 -54 0    Integrated Oil & Gas
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 44 - $367.33 $399,000 1,317 0.07% -5,000 -202 0    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 46 - $145.65 $378,000 2,412 0.06% 0 -13 0    Drug Manufacturers - ...
   (PRMW)1 Year Chart         PRMW Primo Water Corp 54 - $22.20 $320,000 21,237 0.05% -189,000 -15,625 0.013    Beverage Soft Drinks...
   (ABT)1 Year Chart         ABT Abbott Laboratories 58 - $103.99 $283,000 2,574 0.05% 29,000 -47 0    Drug Manufacturers - ...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 63 - $485.21 $244,000 596 0.04% -23,000 -150 0    Closed - End Fund - Debt
      13 Records Found
  1    
Page 1 of 1
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