Caerus Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.04M	Sell	42,869 -1,151	-3%	-$85.3K	1.27%	13
2025 Q4	$3.26M	Hold	44,020	–	–	1.06%	15
2025 Q3	$3.19M	Hold	44,020	–	–	1.3%	13
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%	-$118K	2.53%	12
2024 Q1	$2.63M	Sell	46,098 -2,000	-4%	-$108K	2.53%	13
2023 Q4	$2.49M	Buy	+48,098	New	+$2.33M	2.39%	14
2023 Q2	–	Sell	-48,098	Closed	-$2.14M	–	37
2023 Q1	$2.14M	Buy	+48,098	New	+$2.09M	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%	-$98.8K	2.5%	12
2021 Q4	$2.59M	Buy	+50,141	New	+$2.52M	2.81%	9

Other funds holding DFUS

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Caerus Investment Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 2.6% in Q1 2026, selling an estimated $85.3K and leaving 42,869 shares worth $3.04M. The position accounts for 1.27% of the portfolio, ranked #13.

Caerus Investment Advisors first reported a position in DFUS in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.26M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Caerus Investment Advisors held 42,869 shares of Dimensional US Equity ETF worth $3.04M as of Q1 2026.
Caerus Investment Advisors sold 1,151 Dimensional US Equity ETF shares in Q1 2026, an estimated $85.3K.
Dimensional US Equity ETF made up 1.27% of Caerus Investment Advisors's portfolio in Q1 2026, its #13 holding.
Caerus Investment Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 15 quarters since.
Caerus Investment Advisors's Dimensional US Equity ETF position peaked at $3.26M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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