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 $2.85 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
44,020
Previous 44,020 -0.0%
Holding current value
$2.85 Million
Previous $2.59 Million 5.71%
% of portfolio
2.61%
Previous 2.55%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Caerus Investment Advisors, LLC Portfolio

Follow Caerus Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caerus Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caerus Investment Advisors, LLC with notifications on news.