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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
Q2 		$206K Hold
4,885
– – 0.07% 303
2026
Q1 		$206K Buy
+4,885
New +$208K 0.09% 244

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Caerus Investment Advisors held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 4,885 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #303.

Caerus Investment Advisors first reported a position in DFCF in Q1 2026 and has held it in 2 quarters since. The position peaked at $206K in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Caerus Investment Advisors held 4,885 shares of Dimensional Core Fixed Income ETF worth $206K as of Q2 2026.
  • Caerus Investment Advisors left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Core Fixed Income ETF made up 0.07% of Caerus Investment Advisors's portfolio in Q2 2026, its #303 holding.
  • Caerus Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Dimensional Core Fixed Income ETF position peaked at $206K in Q1 2026.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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