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 $533.4M across 103 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BSV ($97.7M, 18.32%), DFUS ($61.8M, 11.58%), DFAC ($57.6M, 10.81%), DFIC ($45.3M, 8.49%), DFEM ($27.2M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | $97.7M | 18.32% | 1.3M | Added |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $61.8M | 11.58% | 753,902 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $57.6M | 10.81% | 1.3M | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $45.3M | 8.49% | 1.2M | Added |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $27.2M | 5.10% | 669,821 | Trimmed |
| 6 | DFUV | DIMENSIONAL ETF TRUST | $25.9M | 4.86% | 471,472 | Added |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $22.8M | 4.28% | 326,265 | Added |
| 8 | VBK | VANGUARD INDEX FDS | $20.1M | 3.77% | 54,988 | Added |
| 9 | DFGR | DIMENSIONAL ETF TRUST | $19.5M | 3.66% | 674,314 | Added |
| 10 | GLD | SPDR GOLD TR | $19.2M | 3.60% | 52,122 | Added |
| 11 | AMLP | ALPS ETF TR | $17.2M | 3.22% | 331,386 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $10.3M | 1.93% | 43,089 | Added |
| 13 | BCI | ABRDN ETFS | $9.2M | 1.72% | 411,352 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $8.6M | 1.61% | 120,847 | Trimmed |
| 15 | DFAX | DIMENSIONAL ETF TRUST | $6.4M | 1.21% | 174,676 | Trimmed |
| 16 | AAPL | APPLE INC | $6.2M | 1.17% | 21,493 | Added |
| 17 | CAT | CATERPILLAR INC | $4.9M | 0.92% | 4,589 | Added |
| 18 | BIV | VANGUARD BD INDEX FDS | $3.5M | 0.66% | 46,219 | Added |
| 19 | DFAS | DIMENSIONAL ETF TRUST | $3.2M | 0.60% | 38,877 | Trimmed |
| 20 | VUG | VANGUARD INDEX FDS | $3.0M | 0.57% | 35,280 | Added |
| 21 | REET | ISHARES TR | $2.9M | 0.54% | 103,755 | Trimmed |
| 22 | EMR | EMERSON ELEC CO | $2.5M | 0.48% | 17,765 | Added |
| 23 | EPD | ENTERPRISE PRODS PARTNERS L | $2.5M | 0.47% | 68,553 | Hold |
| 24 | MU | MICRON TECHNOLOGY INC | $2.4M | 0.46% | 2,110 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $2.4M | 0.46% | 6,582 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30