DFAT DIMENSIONAL ETF TRUST

Ownership history in RS CRUM INC.  ·  15 quarters on record

This page tracks every 13F SEC filing in which RS CRUM INC. reported a position in DIMENSIONAL ETF TRUST (DFAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.74% (2023 Q3)
Avg. % of fund
3.78%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 322,141 +6,357 +2.0% 3.83% $19.2M $59.54
2025 Q3 ADDED 315,784 +4,582 +1.5% 4.09% $18.4M $57.98
2025 Q2 ADDED 311,202 +20,435 +7.0% 4.03% $16.8M $53.49
2025 Q1 REDUCED 290,767 -2,004 -0.7% 4.03% $15.0M $50.81
2024 Q4 REDUCED 292,771 -2,981 -1.0% 4.02% $16.3M $54.76
2024 Q3 ADDED 295,752 +2,182 +0.7% 3.86% $16.5M $54.53
2024 Q2 ADDED 293,570 +9,766 +3.4% 3.99% $15.2M $50.66
2024 Q1 REDUCED 283,804 -568 -0.2% 4.21% $15.4M $52.94
2023 Q4 REDUCED 284,372 -4,149 -1.4% 4.59% $14.9M $50.80
2023 Q3 ADDED 288,521 +172,432 +148.5% 4.74% $13.2M $44.18
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)
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