Sincerus Advisory, LLC Dimensional ETF Tr Transaction History

Sincerus Advisory, LLC

$93.2 Billion
Q4 2024

A detailed history of Sincerus Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sincerus Advisory, LLC holds 33,987 shares of DFAU stock, worth $1.42 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

33,987

Holding current value

$1.42 Million

% of portfolio

1.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$39.27 - $42.38 $1.33 Million - $1.44 Million	33,987 New	33,987 $1.38 Billion

Others Institutions Holding DFAU

# of Institutions

431

Shares Held

2.09B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$82.9 Billion
4.8% of portfolio
Sequoia Financial Advisors, LLC

4.82M
Shares

$202 Million
2.14% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$174 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.68M
Shares

$154 Million
1.87% of portfolio
Aquire Wealth Advisors, LLC

3.5M
Shares

$146 Million
43.58% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sincerus Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sincerus Advisory, LLC with notifications on news.

Account

Sincerus Advisory, LLC Dimensional ETF Tr Transaction History