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RS Crum Inc’s Dimensional US Targeted Value ETF DFAT Stock Holding History

RS Crum Inc’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.1M Sell
321,946
-195
-0.1% -$12.4K 3.89% 9
2025
Q4 		$19.2M Buy
322,141
+6,357
+2% +$371K 3.83% 9
2025
Q3 		$18.4M Buy
315,784
+4,582
+1% +$261K 4.09% 8
2025
Q2 		$16.8M Buy
311,202
+20,435
+7% +$1.04M 4.03% 7
2025
Q1 		$15M Sell
290,767
-2,004
-0.7% -$110K 4.03% 9
2024
Q4 		$16.3M Sell
292,771
-2,981
-1% -$171K 4.02% 9
2024
Q3 		$16.5M Buy
295,752
+2,182
+0.7% +$118K 3.86% 10
2024
Q2 		$15.2M Buy
293,570
+9,766
+3% +$512K 3.99% 9
2024
Q1 		$15.4M Sell
283,804
-568
-0.2% -$29.2K 4.21% 8
2023
Q4 		$14.9M Sell
284,372
-4,149
-1% -$194K 4.59% 8
2023
Q3 		$13.2M Sell
288,521
-1,695
-0.6% -$80.5K 4.74% 6
2023
Q2 		$13.5M Buy
290,216
+12,089
+4% +$531K 4.86% 6
2023
Q1 		$12.4M Buy
278,127
+162,038
+140% +$7.51M 4.75% 6
2022
Q4 		$5.1M Sell
116,089
-23,584
-17% -$1.04M 2.39% 13
2022
Q3 		$5.44M Buy
139,673
+2,885
+2% +$123K 2.86% 9
2022
Q2 		$5.5M Sell
136,788
-2,730
-2% -$120K 2.82% 8
2022
Q1 		$6.5M Buy
139,518
+1,776
+1% +$82.7K 3.68% 7
2021
Q4 		$6.54M Buy
+137,742
New +$6.47M 3.61% 7

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

RS Crum Inc reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.06% in Q1 2026, selling an estimated $12.4K and leaving 321,946 shares worth $20.1M. The position accounts for 3.89% of the portfolio, ranked #9.

RS Crum Inc first reported a position in DFAT in Q4 2021 and has held it in 18 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • RS Crum Inc held 321,946 shares of Dimensional US Targeted Value ETF worth $20.1M as of Q1 2026.
  • RS Crum Inc sold 195 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $12.4K.
  • Dimensional US Targeted Value ETF made up 3.89% of RS Crum Inc's portfolio in Q1 2026, its #9 holding.
  • RS Crum Inc first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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