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Dimensional Etf Trust shares owned by Caerus Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Caerus Investment Advisors from 13F filings

Historical chart of Caerus Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Caerus Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 126k 34.29
2024-06-30 $4.1M 126k 32.24
2024-03-31 $4.0M 126k 31.95
2023-12-31 $3.7M 126k 29.23
2023-03-31 $3.5M 137k 25.48
2022-09-30 $3.2M 145k 22.24
2022-03-31 $4.0M 161k 24.69
2021-12-31 $4.4M 151k 28.97

More positions owned by Caerus Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds Nasdaq 100 Cover (QYLD)
Global X Fds S&p 500 Covered (XYLD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Select Divid Etf (DVY)
Dimensional Etf Trust Us Equity Market (DFUS)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)

View all positions for Caerus Investment Advisors

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Colony
Forum Financial Management
Buckingham Asset Management
LPL Financial
Buckingham Strategic Partners
Plan
Commonwealth Equity Services
Savant Capital Management
Rockwood Wealth Management
SJS Investment Consulting
Apella Capital
Sontag Advisory
Private Ocean

View all funds holding Dimensional Etf Trust