Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RS CRUM INC. (CIK 1401459) reported $516.9M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSV ($93.5M, 18.08%), DFUS ($52.9M, 10.24%), DFAC ($50.1M, 9.68%), DFIC ($41.3M, 7.99%), TLH ($29.2M, 5.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | $93.5M | 18.08% | 1.2M | Added |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $52.9M | 10.24% | 746,551 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $50.1M | 9.68% | 1.3M | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $41.3M | 7.99% | 1.2M | Trimmed |
| 5 | TLH | ISHARES TR | $29.2M | 5.65% | 290,136 | Trimmed |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $23.4M | 4.53% | 678,243 | Trimmed |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $22.8M | 4.41% | 470,251 | Added |
| 8 | GLD | SPDR GOLD TR | $21.6M | 4.18% | 50,264 | Trimmed |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $20.1M | 3.89% | 321,946 | Trimmed |
| 10 | DFGR | DIMENSIONAL ETF TRUST | $17.7M | 3.42% | 665,326 | Added |
| 11 | AMLP | ALPS ETF TR | $17.5M | 3.39% | 333,012 | Added |
| 12 | VBK | VANGUARD INDEX FDS | $16.6M | 3.21% | 54,938 | Added |
| 13 | BCI | ABRDN ETFS | $9.6M | 1.86% | 395,122 | Added |
| 14 | AMZN | AMAZON COM INC | $9.0M | 1.73% | 43,056 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $7.9M | 1.53% | 123,500 | Added |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $6.0M | 1.17% | 177,827 | Trimmed |
| 17 | AAPL | APPLE INC | $5.2M | 1.01% | 20,503 | Trimmed |
| 18 | TLT | ISHARES TR | $4.1M | 0.80% | 47,610 | New |
| 19 | BIV | VANGUARD BD INDEX FDS | $3.4M | 0.67% | 44,639 | Added |
| 20 | CAT | CATERPILLAR INC | $3.1M | 0.61% | 4,430 | Hold |
| 21 | DFAS | DIMENSIONAL ETF TRUST | $2.8M | 0.55% | 39,877 | Trimmed |
| 22 | REET | ISHARES TR | $2.6M | 0.51% | 104,815 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $2.6M | 0.50% | 5,860 | Added |
| 24 | EPD | ENTERPRISE PRODS PARTNERS L | $2.6M | 0.50% | 68,553 | Trimmed |
| 25 | EMR | EMERSON ELEC CO | $2.3M | 0.45% | 17,763 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31