DSMC β€” ETF SER SOLUTIONS

Ownership history in Crumly & Associates Inc.  Β·  12 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported ETF SER SOLUTIONS (DSMC) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.4% in 2024 Q2. The latest visible filing shows DSMC at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DSMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DSMC was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.4% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held DSMC β€” position size vs. price
% of Fund (quarterly)    DSMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,068 -1,192 -7.3% 0.12% $564K 2026-05-15 (Est.) $38.99
2025 Q4 REDUCED 16,260 -17,263 -51.5% 0.12% $577K 2026-01-14 $37.33
2025 Q3 ADDED 33,523 +1,414 +4.4% 0.26% $1.2M 2025-11-03 $34.27
2025 Q2 REDUCED 32,109 -155,440 -82.9% 0.25% $1.0M 2025-07-02 $33.67
2025 Q1 ADDED 187,549 +5,869 +3.2% 1.63% $5.9M 2025-04-22 $28.83
2024 Q4 REDUCED 181,680 -12,513 -6.4% 1.73% $6.3M 2025-02-03 $34.34
2024 Q3 REDUCED 194,193 -145,699 -42.9% 1.94% $7.0M 2024-11-01 $34.26
2024 Q2 REDUCED 339,892 -8,350 -2.4% 3.40% $11.8M 2024-08-02 $33.79
2024 Q1 REDUCED 348,242 -5,354 -1.5% 3.39% $12.9M 2024-05-01 $33.62
2023 Q4 ADDED 353,596 +171,535 +94.2% 3.35% $12.1M 2024-01-29 $33.31
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DSMC

As of 2026 Q1 β€” sorted by position size

Aspect Partners, LLC 2.52% WealthCare Investment Partners, LLC 3Y 0.06% Opal Wealth Advisors, LLC 3Y 0.01%

FAQ About Crumly & Associates Inc. and DSMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning DSMC?

Crumly & Associates Inc. reported DSMC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DSMC position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for DSMC was 3.40% in 2024 Q2.

What is the latest reported DSMC position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 15,068 shares, equal to 0.12% of portfolio, with an estimated market value of $564K.

What does the chart on this DSMC ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly DSMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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