Caerus Investment Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Caerus Investment Advisors, LLC

$102 Million
Q2 2024

A detailed history of Caerus Investment Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Caerus Investment Advisors, LLC holds 44,020 shares of DFUS stock, worth $2.72 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

44,020

Previous 46,098 4.51%

Holding current value

$2.72 Million

Previous $2.63 Million 1.37%

% of portfolio

2.55%

Previous 2.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$53.83 - $59.14 $111,858 - $122,892	-2,078 Reduced 4.51%	44,020 $2.59 Million
Q1 2024 Apr 17, 2024	SELL	$50.79 - $56.98 $101,580 - $113,960	-2,000 Reduced 4.16%	46,098 $2.63 Million
Q4 2023 Jan 19, 2024	BUY	$44.51 - $52.0 $2.14 Million - $2.5 Million	48,098 New	48,098 $2.49 Million
Q1 2023 May 10, 2023	BUY	$41.24 - $45.43 $1.98 Million - $2.19 Million	48,098 New	48,098 $2.14 Million
Q1 2022 May 13, 2022	SELL	$45.16 - $52.01 $92,261 - $106,256	-2,043 Reduced 4.07%	48,098 $2.07 Million
Q4 2021 Feb 10, 2022	BUY	$47.05 - $51.98 $2.36 Million - $2.61 Million	50,141 New	50,141 $2.59 Million

Others Institutions Holding DFUS

# of Institutions

623

Shares Held

122M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Caerus Investment Advisors, LLC Dimensional ETF Tr U S Equity Transaction History