RS Crum Inc’s Dimensional Global Real Estate ETF DFGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.7M	Buy	665,326 +24,251	+4%	+$665K	3.42%	10
2025 Q4	$16.9M	Buy	641,075 +26,917	+4%	+$726K	3.38%	10
2025 Q3	$16.8M	Buy	614,158 +21,253	+4%	+$575K	3.73%	9
2025 Q2	$15.9M	Sell	592,905 -88,857	-13%	-$2.33M	3.81%	9
2025 Q1	$17.9M	Sell	681,762 -129,099	-16%	-$3.36M	4.82%	5
2024 Q4	$20.7M	Buy	810,861 +31,483	+4%	+$864K	5.11%	6
2024 Q3	$22.5M	Buy	779,378 +100,179	+15%	+$2.73M	5.27%	7
2024 Q2	$17M	Buy	679,199 +28,668	+4%	+$706K	4.45%	7
2024 Q1	$16.6M	Buy	650,531 +61,555	+10%	+$1.54M	4.53%	7
2023 Q4	$15.3M	Buy	588,976 +138,613	+31%	+$3.25M	4.72%	7
2023 Q3	$10.1M	Buy	450,363 +42,913	+11%	+$1.04M	3.63%	9
2023 Q2	$9.94M	Buy	407,450 +68,235	+20%	+$1.66M	3.59%	9
2023 Q1	$8.33M	Buy	339,215 +302,295	+819%	+$7.64M	3.2%	11
2022 Q4	$901K	Buy	+36,920	New	+$911K	0.42%	38

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DPW

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

RS Crum Inc increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.8% in Q1 2026, buying an estimated $665K and bringing the position to 665,326 shares worth $17.7M. The position accounts for 3.42% of the portfolio, ranked #10.

RS Crum Inc first reported a position in DFGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.5M in Q3 2024. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

RS Crum Inc held 665,326 shares of Dimensional Global Real Estate ETF worth $17.7M as of Q1 2026.
RS Crum Inc bought 24,251 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $665K.
Dimensional Global Real Estate ETF made up 3.42% of RS Crum Inc's portfolio in Q1 2026, its #10 holding.
RS Crum Inc first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
RS Crum Inc's Dimensional Global Real Estate ETF position peaked at $22.5M in Q3 2024.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

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