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RS Crum Inc’s Dimensional US Small Cap ETF 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
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

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

RS Crum Inc's DFAS Position: Q1 2026 in Review

RS Crum Inc reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.7% in Q1 2026, selling an estimated $20.5K and leaving 39,877 shares worth $2.84M. The position accounts for 0.55% of the portfolio, ranked #21.

RS Crum Inc first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.27M in Q4 2022. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • RS Crum Inc held 39,877 shares of Dimensional US Small Cap ETF worth $2.84M as of Q1 2026.
  • RS Crum Inc sold 280 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $20.5K.
  • Dimensional US Small Cap ETF made up 0.55% of RS Crum Inc's portfolio in Q1 2026, its #21 holding.
  • RS Crum Inc first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • RS Crum Inc's Dimensional US Small Cap ETF position peaked at $5.27M in Q4 2022.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.