Caerus Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Hold |
44,020
| – | – | 2.81% | 11 |
|
|
2025
Q1 | $2.66M | Hold |
44,020
| – | – | 2.57% | 11 |
|
|
2024
Q4 | $2.81M | Hold |
44,020
| – | – | 2.64% | 12 |
|
|
2024
Q3 | $2.74M | Hold |
44,020
| – | – | 2.6% | 12 |
|
|
2024
Q2 | $2.59M | Sell |
44,020
-2,078
| -5% | -$122K | 2.53% | 12 |
|
|
2024
Q1 | $2.63M | Sell |
46,098
-2,000
| -4% | -$114K | 2.53% | 13 |
|
|
2023
Q4 | $2.49M | Buy |
+48,098
| New | +$2.49M | 2.39% | 14 |
|
|
2023
Q2 | – | Sell |
-48,098
| Closed | -$2.14M | – | 37 |
|
|
2023
Q1 | $2.14M | Buy |
+48,098
| New | +$2.14M | 2.46% | 13 |
|
|
2022
Q4 | – | Sell |
-48,098
| Closed | -$1.87M | – | 49 |
|
|
2022
Q3 | $1.87M | Hold |
48,098
| – | – | 2.35% | 11 |
|
|
2022
Q2 | $1.96M | Hold |
48,098
| – | – | 2.38% | 12 |
|
|
2022
Q1 | $2.07M | Sell |
48,098
-2,043
| -4% | -$87.8K | 2.5% | 12 |
|
|
2021
Q4 | $2.59M | Buy |
+50,141
| New | +$2.59M | 2.81% | 9 |
|