RS Crum Inc
DFAC icon

RS Crum Inc’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

RS Crum Inc’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$57.4M Sell
1,290,849
-8,638
-0.7% -$389K 10.74% 3
2026
Q2 		$57.6M Buy
1,299,487
+11,235
+0.9% +$481K 10.81% 3
2026
Q1 		$50.1M Buy
1,288,252
+40,579
+3% +$1.63M 9.68% 3
2025
Q4 		$49.4M Sell
1,247,673
-7,984
-0.6% -$312K 9.87% 3
2025
Q3 		$48.4M Buy
1,255,657
+6,287
+0.5% +$235K 10.77% 3
2025
Q2 		$44.8M Buy
1,249,370
+11,079
+0.9% +$370K 10.74% 3
2025
Q1 		$40.9M Sell
1,238,291
-29,183
-2% -$1.01M 11% 3
2024
Q4 		$43.8M Buy
1,267,474
+28,802
+2% +$1.01M 10.82% 3
2024
Q3 		$42.5M Buy
1,238,672
+6,243
+0.5% +$206K 9.95% 3
2024
Q2 		$39.7M Sell
1,232,429
-236,859
-16% -$7.47M 10.41% 3
2024
Q1 		$46.9M Buy
1,469,288
+180,105
+14% +$5.44M 12.8% 2
2023
Q4 		$37.7M Buy
1,289,183
+49,969
+4% +$1.35M 11.63% 2
2023
Q3 		$32.5M Buy
1,239,214
+11,185
+0.9% +$305K 11.67% 2
2023
Q2 		$33.3M Buy
1,228,029
+26,803
+2% +$691K 12.05% 2
2023
Q1 		$30.6M Sell
1,201,226
-18,152
-1% -$460K 11.75% 2
2022
Q4 		$29.6M Buy
1,219,378
+68,888
+6% +$1.68M 13.87% 2
2022
Q3 		$25.6M Sell
1,150,490
-100
-0% -$2.46K 13.42% 2
2022
Q2 		$26.8M Buy
1,150,590
+28,041
+2% +$710K 13.74% 2
2022
Q1 		$31M Sell
1,122,549
-4,509
-0.4% -$123K 17.52% 1
2021
Q4 		$32.7M Buy
+1,127,058
New +$31.8M 18.03% 1

Other funds holding DFAC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCU Wealth Advisors
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

RS Crum Inc's DFAC Position: Q3 2026 in Review

RS Crum Inc reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.66% in Q3 2026, selling an estimated $389K and leaving 1,290,849 shares worth $57.4M. The position accounts for 10.74% of the portfolio, ranked #3.

RS Crum Inc first reported a position in DFAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $57.6M in Q2 2026. 327 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • RS Crum Inc held 1,290,849 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $57.4M as of Q3 2026.
  • RS Crum Inc sold 8,638 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $389K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 10.74% of RS Crum Inc's portfolio in Q3 2026, its #3 holding.
  • RS Crum Inc first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 20 quarters since.
  • RS Crum Inc's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $57.6M in Q2 2026.
  • 327 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on RS Crum Inc's 13F filing for Q3 2026, filed 19 Oct 2026.