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Sincerus Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Sincerus Advisory’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$517K Buy
12,865
+902
+8% +$34.9K 0.35% 51
2026
Q1 		$405K Buy
11,963
+227
+2% +$7.94K 0.31% 54
2025
Q4 		$382K Sell
11,736
-9
-0.1% -$290 0.31% 53
2025
Q3 		$370K Buy
11,745
+188
+2% +$5.66K 0.32% 51
2025
Q2 		$344K Buy
11,557
+156
+1% +$4.19K 0.32% 53
2025
Q1 		$295K Buy
11,401
+32
+0.3% +$831 0.31% 52
2024
Q4 		$288K Buy
+11,369
New +$301K 0.31% 53

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Sincerus Advisory's DFAE Position: Q2 2026 in Review

Sincerus Advisory increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.5% in Q2 2026, buying an estimated $34.9K and bringing the position to 12,865 shares worth $517K. The position accounts for 0.35% of the portfolio, ranked #51.

Sincerus Advisory first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Sincerus Advisory held 12,865 shares of Dimensional Emerging Core Equity Market ETF worth $517K as of Q2 2026.
  • Sincerus Advisory bought 902 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $34.9K.
  • Dimensional Emerging Core Equity Market ETF made up 0.35% of Sincerus Advisory's portfolio in Q2 2026, its #51 holding.
  • Sincerus Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 207 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.