RS Crum Inc’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.44M	Sell	174,676 -3,151	-2%	-$116K	1.21%	15
2026 Q1	$6.04M	Sell	177,827 -585	-0.3%	-$20.4K	1.17%	16
2025 Q4	$5.84M	Buy	178,412 +814	+0.5%	+$26K	1.17%	16
2025 Q3	$5.57M	Sell	177,598 -944	-0.5%	-$28.7K	1.24%	15
2025 Q2	$5.24M	Sell	178,542 -3,784	-2%	-$104K	1.26%	15
2025 Q1	$4.78M	Sell	182,326 -337	-0.2%	-$8.75K	1.29%	14
2024 Q4	$4.54M	Buy	182,663 +2,324	+1%	+$60.1K	1.12%	16
2024 Q3	$4.87M	Buy	180,339 +844	+0.5%	+$21.9K	1.14%	16
2024 Q2	$4.56M	Buy	179,495 +15,280	+9%	+$390K	1.2%	16
2024 Q1	$4.18M	Sell	164,215 -7,901	-5%	-$193K	1.14%	14
2023 Q4	$4.2M	Sell	172,116 -25,789	-13%	-$590K	1.3%	14
2023 Q3	$4.46M	Sell	197,905 -30,418	-13%	-$711K	1.6%	16
2023 Q2	$5.32M	Sell	228,323 -14,125	-6%	-$329K	1.92%	16
2023 Q1	$5.59M	Sell	242,448 -20,026	-8%	-$458K	2.15%	14
2022 Q4	$5.67M	Sell	262,474 -34,180	-12%	-$711K	2.66%	11
2022 Q3	$5.6M	Buy	296,654 +90,990	+44%	+$1.93M	2.94%	8
2022 Q2	$4.41M	Buy	205,664 +27,698	+16%	+$645K	2.26%	9
2022 Q1	$4.44M	Buy	177,966 +25,066	+16%	+$635K	2.51%	9
2021 Q4	$3.99M	Buy	+152,900	New	+$3.99M	2.2%	10

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RS Crum Inc's DFAX Position: Q2 2026 in Review

RS Crum Inc reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.8% in Q2 2026, selling an estimated $116K and leaving 174,676 shares worth $6.44M. The position accounts for 1.21% of the portfolio, ranked #15.

RS Crum Inc first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

RS Crum Inc held 174,676 shares of Dimensional World ex US Core Equity 2 ETF worth $6.44M as of Q2 2026.
RS Crum Inc sold 3,151 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $116K.
Dimensional World ex US Core Equity 2 ETF made up 1.21% of RS Crum Inc's portfolio in Q2 2026, its #15 holding.
RS Crum Inc first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on RS Crum Inc's 13F filing for Q2 2026, filed 10 Aug 2026.