Caerus Investment Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Caerus Investment Advisors, LLC
- $105 Million
- Q3 2024
A detailed history of Caerus Investment Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Caerus Investment Advisors, LLC holds 44,020 shares of DFUS stock, worth $2.88 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
44,020
Previous 44,020
-0.0%
Holding current value
$2.88 Million
Previous $2.59 Million
5.71%
% of portfolio
2.61%
Previous 2.55%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$573 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$521 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio