RS Crum Inc
DFAS icon

RS Crum Inc’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

RS Crum Inc’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3M Sell
38,777
-100
-0.3% -$8.13K 0.56% 20
2026
Q2 		$3.2M Sell
38,877
-1,000
-3% -$77.5K 0.6% 19
2026
Q1 		$2.84M Sell
39,877
-280
-0.7% -$20.5K 0.55% 21
2025
Q4 		$2.8M Sell
40,157
-100
-0.2% -$6.89K 0.56% 20
2025
Q3 		$2.76M Hold
40,257
– – 0.61% 20
2025
Q2 		$2.56M Sell
40,257
-815
-2% -$48.9K 0.61% 20
2025
Q1 		$2.45M Sell
41,072
-3,119
-7% -$201K 0.66% 18
2024
Q4 		$2.88M Sell
44,191
-250
-0.6% -$16.7K 0.71% 19
2024
Q3 		$2.88M Sell
44,441
-804
-2% -$50.3K 0.68% 19
2024
Q2 		$2.72M Buy
45,245
+5
+0% +$301 0.71% 18
2024
Q1 		$2.82M Sell
45,240
-200
-0.4% -$11.8K 0.77% 16
2023
Q4 		$2.71M Buy
45,440
+3,825
+9% +$205K 0.84% 17
2023
Q3 		$2.18M Sell
41,615
-1,658
-4% -$91.3K 0.79% 20
2023
Q2 		$2.37M Sell
43,273
-8,490
-16% -$443K 0.86% 19
2023
Q1 		$2.73M Sell
51,763
-51,280
-50% -$2.78M 1.05% 18
2022
Q4 		$5.27M Buy
103,043
+5,567
+6% +$287K 2.47% 12
2022
Q3 		$4.54M Buy
97,476
+6,680
+7% +$341K 2.38% 10
2022
Q2 		$4.36M Buy
90,796
+2,414
+3% +$125K 2.23% 10
2022
Q1 		$4.96M Buy
88,382
+7,470
+9% +$421K 2.8% 8
2021
Q4 		$4.85M Buy
+80,912
New +$4.89M 2.68% 9

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Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

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

RS Crum Inc reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.26% in Q3 2026, selling an estimated $8.13K and leaving 38,777 shares worth $3M. The position accounts for 0.56% of the portfolio, ranked #20.

RS Crum Inc first reported a position in DFAS in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.27M in Q4 2022. 252 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • RS Crum Inc held 38,777 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3M as of Q3 2026.
  • RS Crum Inc sold 100 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $8.13K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.56% of RS Crum Inc's portfolio in Q3 2026, its #20 holding.
  • RS Crum Inc first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 20 quarters since.
  • RS Crum Inc's U.S. Small Cap Portfolio ETF Class Shares position peaked at $5.27M in Q4 2022.
  • 252 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

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