Sincerus Advisory, LLC Dimensional ETF Tr Transaction History
Sincerus Advisory, LLC
- $94.8 Billion
- Q1 2025
A detailed history of Sincerus Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sincerus Advisory, LLC holds 34,848 shares of DFAU stock, worth $1.42 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
34,848
Previous 33,987
2.53%
Holding current value
$1.42 Million
Previous $1.38 Billion
2.66%
% of portfolio
1.41%
Previous 1.48%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio