RS Crum Inc
DFGR icon

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
Q3 		$18.6M Buy
685,906
+11,592
+2% +$337K 3.47% 10
2026
Q2 		$19.5M Buy
674,314
+8,988
+1% +$257K 3.66% 9
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 		$9.9M 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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Creative Capital Management Investments
Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
Verisail Partners
Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

RS Crum Inc's DFGR Position: Q3 2026 in Review

RS Crum Inc increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.7% in Q3 2026, buying an estimated $337K and bringing the position to 685,906 shares worth $18.6M. The position accounts for 3.47% of the portfolio, ranked #10.

RS Crum Inc first reported a position in DFGR in Q4 2022 and has held it in 16 quarters since. The position peaked at $22.5M in Q3 2024. 145 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • RS Crum Inc held 685,906 shares of Dimensional Global Real Estate ETF worth $18.6M as of Q3 2026.
  • RS Crum Inc bought 11,592 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $337K.
  • Dimensional Global Real Estate ETF made up 3.47% of RS Crum Inc's portfolio in Q3 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 16 quarters since.
  • RS Crum Inc's Dimensional Global Real Estate ETF position peaked at $22.5M in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on RS Crum Inc's 13F filing for Q3 2026, filed 19 Oct 2026.