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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
2024-03-31 $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 S&p 500 Covered (XYLD)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
Global X Fds Nasdaq 100 Cover (QYLD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Dimensional Etf Trust Us Equity Etf (DFUS)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Caerus Investment Advisors

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Forum Financial Management
Buckingham Asset Management
Plan
Commonwealth Equity Services
SJS Investment Consulting
Rockwood Wealth Management
Greenspring Advisors
Apella Capital
Private Ocean
HighTower Advisors
Buckingham Strategic Partners
Geometric Wealth Advisors
Monograph Wealth Advisors
Savant Capital Management

View all funds holding Dimensional Etf Trust