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Daniel Sexton

@Rs Crum Inc.

Latest period2024 - Q3ReportedManaged Assets$426.783MTotal holdings94
Assets growth rate11.86%Assets growth rate (2-Q avg)7.96%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Rs Crum Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Rs Crum Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 426.783M in assets, with a quarterly growth rate of 11.86% and a 2-quarter average growth rate of 7.96%. The portfolio is managed by Daniel Sexton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSVVanguard Bd Index Fds
Recent Activity
Increased 24.26%
16.77%
$71.535M
909,074 shares@ $78.7 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 0.78%
10.7%
$45.665M
734,158 shares@ $62.2 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 0.51%
9.96%
$42.474M
1.239M shares@ $34.3 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 2.17%
7.46%
$31.837M
1.131M shares@ $28.15 avg price
PFXFVaneck Etf Trust
Recent Activity
Increased 3.33%
5.77%
$24.618M
1.348M shares@ $18.27 avg price
TLTIshares Tr
Recent Activity
Increased 2.15%
5.34%
$22.786M
232,274 shares@ $98.11 avg price
DFGRDimensional Etf Trust
Recent Activity
Increased 14.75%
5.28%
$22.493M
779,378 shares@ $28.86 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 6.98%
4.07%
$17.358M
416,363 shares@ $41.69 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 9.03%
4%
$17.047M
605,574 shares@ $28.16 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 0.75%
3.86%
$16.453M
295,752 shares@ $55.63 avg price