Sincerus Advisory, LLC Dimensional ETF Tr Transaction History
Sincerus Advisory, LLC
- $117 Billion
- Q3 2025
A detailed history of Sincerus Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sincerus Advisory, LLC holds 34,180 shares of DFAU stock, worth $1.58 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
34,180
Previous 34,511
0.96%
Holding current value
$1.58 Million
Previous $1.51 Billion
3.62%
% of portfolio
1.34%
Previous 1.42%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$200 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio