Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RS CRUM INC 05-13-2024 03-31-2024 81 366,650,446
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD BD INDEX FDS SHORT TRM BOND 1 $58,055,314 757,210 0.02 0.02 11,333 1.52 03-31-2024
DIMENSIONAL ETF TRUST US CORE EQUITY 2 2 $46,943,765 1,469,288 0.01 0.01 180,105 13.97 03-31-2024
DIMENSIONAL ETF TRUST US EQUITY ETF 3 $37,269,521 654,081 0.01 0.01 200,136 44.09 03-31-2024
DIMENSIONAL ETF TRUST INTL CORE EQUITY 4 $29,635,318 1,107,862 0.01 0.01 93,078 9.17 03-31-2024
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