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 Q2	$3.51M	Hold	42,869	–	–	1.17%	14
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 $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

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

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

Caerus Investment Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 42,869 shares worth $3.51M. The position accounts for 1.17% of the portfolio, ranked #14.

Caerus Investment Advisors first reported a position in DFUS in Q4 2021 and has held it in 16 quarters since. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Caerus Investment Advisors held 42,869 shares of Dimensional US Equity ETF worth $3.51M as of Q2 2026.
Caerus Investment Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 1.17% of Caerus Investment Advisors's portfolio in Q2 2026, its #14 holding.
Caerus Investment Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 16 quarters since.
872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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