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Caerus Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Caerus Investment Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.59M Hold
126,041
– – 1.86% 11
2026
Q1 		$4.9M Hold
126,041
– – 2.04% 10
2025
Q4 		$4.99M Hold
126,041
– – 1.62% 13
2025
Q3 		$4.86M Hold
126,041
– – 1.99% 10
2025
Q2 		$4.52M Sell
126,041
-329
-0.3% -$11K 4.31% 8
2025
Q1 		$4.17M Hold
126,370
– – 4.02% 9
2024
Q4 		$4.37M Buy
126,370
+109
+0.1% +$3.84K 4.11% 9
2024
Q3 		$4.33M Hold
126,261
– – 4.1% 8
2024
Q2 		$4.07M Hold
126,261
– – 3.98% 10
2024
Q1 		$4.03M Hold
126,261
– – 3.89% 10
2023
Q4 		$3.69M Buy
+126,261
New +$3.42M 3.53% 10
2023
Q2 		– Sell
-136,707
Closed -$3.48M – 36
2023
Q1 		$3.48M Buy
+136,707
New +$3.46M 4.01% 9
2022
Q4 		– Sell
-145,251
Closed -$3.23M – 48
2022
Q3 		$3.23M Buy
+145,251
New +$3.57M 4.07% 9
2022
Q2 		– Sell
-160,901
Closed -$3.97M – 60
2022
Q1 		$3.97M Buy
160,901
+10,038
+7% +$275K 4.81% 8
2021
Q4 		$4.37M Buy
+150,863
New +$4.26M 4.73% 6

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Caerus Investment Advisors's DFAC Position: Q2 2026 in Review

Caerus Investment Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 126,041 shares worth $5.59M. The position accounts for 1.86% of the portfolio, ranked #11.

Caerus Investment Advisors first reported a position in DFAC in Q4 2021 and has held it in 15 quarters since. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Caerus Investment Advisors held 126,041 shares of Dimensional US Core Equity 2 ETF worth $5.59M as of Q2 2026.
  • Caerus Investment Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 1.86% of Caerus Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Caerus Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.