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Dimensional Etf Trust shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment Advisors investment in Dimensional Etf Trust

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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 $2.7M 44k 62.20
2024-06-30 $2.6M 44k 58.85
2024-03-31 $2.6M 46k 56.98
2023-12-31 $2.5M 48k 51.83
2023-03-31 $2.1M 48k 44.43
2022-09-30 $1.9M 48k 38.82
2022-06-30 $2.0M 48k 40.75
2022-03-31 $2.1M 48k 43.00
2021-12-31 $2.6M 50k 51.69

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

Colony
Buckingham Asset Management
Index Fund Advisors
Plan
Envestnet Asset Management
Creative Planning
Mercer Global Advisors
Sax Wealth Advisors
TCI Wealth Advisors
LPL Financial
Great Waters Wealth Management
Zhang Financial
Root Financial Partners
Intelligence Driven Advisers
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust