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 $1.32 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
34,848
Previous 33,987
2.53%
Holding current value
$1.32 Million
Previous $1.38 Billion
2.66%
% of portfolio
1.41%
Previous 1.48%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio