RS Crum Inc’s Dimensional World Equity ETF DFAW Stock Holding History

RS Crum Inc’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$664K	Buy	9,003 +1,522	+20%	+$116K	0.13%	49
2025 Q4	$553K	Sell	7,481 -196	-3%	-$14.3K	0.11%	55
2025 Q3	$552K	Sell	7,677 -197	-3%	-$13.7K	0.12%	51
2025 Q2	$528K	Buy	7,874 +85	+1%	+$5.32K	0.13%	51
2025 Q1	$477K	Sell	7,789 -963	-11%	-$61K	0.13%	55
2024 Q4	$547K	Sell	8,752 -417	-5%	-$26.7K	0.14%	47
2024 Q3	$582K	Buy	9,169 +10	+0.1%	+$610	0.14%	45
2024 Q2	$545K	Buy	+9,159	New	+$537K	0.14%	44

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

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

RS Crum Inc increased its Dimensional World Equity ETF (DFAW) stake by 20% in Q1 2026, buying an estimated $116K and bringing the position to 9,003 shares worth $664K. The position accounts for 0.13% of the portfolio, ranked #49.

RS Crum Inc first reported a position in DFAW in Q2 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

RS Crum Inc held 9,003 shares of Dimensional World Equity ETF worth $664K as of Q1 2026.
RS Crum Inc bought 1,522 Dimensional World Equity ETF shares in Q1 2026, an estimated $116K.
Dimensional World Equity ETF made up 0.13% of RS Crum Inc's portfolio in Q1 2026, its #49 holding.
RS Crum Inc first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 8 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

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