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Sincerus Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sincerus Advisory’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Sell
28,148
-1,534
-5% -$76.8K 0.99% 30
2026
Q1 		$1.34M Sell
29,682
-4,551
-13% -$214K 1.02% 29
2025
Q4 		$1.6M Buy
34,233
+53
+0.2% +$2.46K 1.29% 23
2025
Q3 		$1.56M Sell
34,180
-331
-1% -$14.6K 1.34% 23
2025
Q2 		$1.51M Sell
34,511
-337
-1% -$13.2K 1.42% 22
2025
Q1 		$1.34M Buy
34,848
+861
+3% +$34.9K 1.41% 23
2024
Q4 		$1.38M Buy
+33,987
New +$1.39M 1.48% 24

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Sincerus Advisory's DFAU Position: Q2 2026 in Review

Sincerus Advisory reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5.2% in Q2 2026, selling an estimated $76.8K and leaving 28,148 shares worth $1.45M. The position accounts for 0.99% of the portfolio, ranked #30.

Sincerus Advisory first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 171 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Sincerus Advisory held 28,148 shares of Dimensional US Core Equity Market ETF worth $1.45M as of Q2 2026.
  • Sincerus Advisory sold 1,534 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $76.8K.
  • Dimensional US Core Equity Market ETF made up 0.99% of Sincerus Advisory's portfolio in Q2 2026, its #30 holding.
  • Sincerus Advisory first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Sincerus Advisory's Dimensional US Core Equity Market ETF position peaked at $1.6M in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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