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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

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 $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 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

Buckingham Asset Management
Plan
Mercer Global Advisors
Ml & R Wealth Management
TCI Wealth Advisors
Great Waters Wealth Management
Intelligence Driven Advisers
Creative Planning
CI Private Wealth
Zhang Financial
Sequoia Financial Advisors
G2 Capital Management, Llc / Oh
Savant Capital Management
Wealth Enhancement Advisory Services
JFS Wealth Advisors

View all funds holding Dimensional Etf Trust