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Daniel Sexton

Rs Crum Inc.

Assets Managed
$516.938M
Holdings
102
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
3.29%(2Q avg: 7.27%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Rs Crum Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 102 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 516.938M in assets, with a quarterly growth rate of 3.29% and a 2-quarter average growth rate of 7.27%. The portfolio is managed by Daniel Sexton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 6.55%
18.09%
$93.483M
1.192M shares@ $78.41 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 2.09%
10.25%
$52.938M
746,551 shares@ $70.92 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 3.26%
9.69%
$50.061M
1.288M shares@ $38.86 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -1.45%
8%
$41.319M
1.163M shares@ $35.53 avg price
TLH
Ishares 10-20 Year Treasury
Recent Activity
Decreased -7.86%
5.66%
$29.222M
290,136 shares@ $100.72 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -1.46%
4.54%
$23.433M
678,243 shares@ $34.56 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.36%
4.41%
$22.788M
470,251 shares@ $48.47 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -7.74%
4.19%
$21.628M
50,264 shares@ $430.3 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.06%
3.89%
$20.106M
321,946 shares@ $62.45 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 3.79%
3.43%
$17.684M
665,326 shares@ $26.59 avg price

1-10 of 102