Caerus Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Caerus Investment Advisors’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Buy	+4,885	New	+$208K	0.09%	244

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Caerus Investment Advisors's DFCF Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q1 2026: 4,885 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #244 among its holdings.

481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Caerus Investment Advisors held 4,885 shares of Dimensional Core Fixed Income ETF worth $206K as of Q1 2026.
Dimensional Core Fixed Income ETF was a new Caerus Investment Advisors position in Q1 2026.
Dimensional Core Fixed Income ETF made up 0.09% of Caerus Investment Advisors's portfolio in Q1 2026, its #244 holding.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.