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RS Crum Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

RS Crum Inc’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.8M Buy
470,251
+1,677
+0.4% +$82.3K 4.41% 7
2025
Q4 		$21.8M Buy
468,574
+10,517
+2% +$477K 4.36% 7
2025
Q3 		$20.5M Buy
458,057
+11,782
+3% +$513K 4.55% 6
2025
Q2 		$18.9M Buy
446,275
+27,098
+6% +$1.09M 4.52% 6
2025
Q1 		$17.3M Sell
419,177
-1,819
-0.4% -$76.4K 4.65% 6
2024
Q4 		$17.2M Buy
420,996
+4,633
+1% +$197K 4.25% 7
2024
Q3 		$17.4M Buy
416,363
+27,146
+7% +$1.1M 4.07% 8
2024
Q2 		$15.3M Buy
389,217
+55,682
+17% +$2.2M 4.01% 8
2024
Q1 		$13.6M Buy
333,535
+125,725
+60% +$4.8M 3.72% 9
2023
Q4 		$7.73M Buy
207,810
+21,669
+12% +$746K 2.39% 12
2023
Q3 		$6.33M Buy
186,141
+13,698
+8% +$480K 2.28% 14
2023
Q2 		$5.95M Buy
172,443
+21,403
+14% +$715K 2.15% 14
2023
Q1 		$5.06M Buy
151,040
+20,225
+15% +$692K 1.94% 16
2022
Q4 		$4.38M Sell
130,815
-3,017
-2% -$100K 2.05% 14
2022
Q3 		$3.96M Buy
133,832
+8,355
+7% +$272K 2.08% 11
2022
Q2 		$3.96M Buy
+125,477
New +$4.18M 2.03% 11

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RS Crum Inc increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.36% in Q1 2026, buying an estimated $82.3K and bringing the position to 470,251 shares worth $22.8M. The position accounts for 4.41% of the portfolio, ranked #7.

RS Crum Inc first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • RS Crum Inc held 470,251 shares of Dimensional US Marketwide Value ETF worth $22.8M as of Q1 2026.
  • RS Crum Inc bought 1,677 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $82.3K.
  • Dimensional US Marketwide Value ETF made up 4.41% of RS Crum Inc's portfolio in Q1 2026, its #7 holding.
  • RS Crum Inc first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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