Caerus Investment Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Caerus Investment Advisors, LLC
- $103 Million
- Q1 2025
A detailed history of Caerus Investment Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Caerus Investment Advisors, LLC holds 126,370 shares of DFAC stock, worth $4.65 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
126,370
Previous 126,370
-0.0%
Holding current value
$4.65 Million
Previous $4.37 Million
4.67%
% of portfolio
4.05%
Previous 4.14%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.92 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$638 Million0.23% of portfolio