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 Q3	$1.62M	Buy	31,018 +2,870	+10%	+$151K	1.06%	26
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Sincerus Advisory's DFAU Position: Q3 2026 in Review

Sincerus Advisory increased its Dimensional US Core Equity Market ETF (DFAU) stake by 10% in Q3 2026, buying an estimated $151K and bringing the position to 31,018 shares worth $1.62M. The position accounts for 1.06% of the portfolio, ranked #26.

Sincerus Advisory first reported a position in DFAU in Q4 2024 and has held it in 8 quarters since. 427 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Sincerus Advisory held 31,018 shares of Dimensional US Core Equity Market ETF worth $1.62M as of Q3 2026.
Sincerus Advisory bought 2,870 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $151K.
Dimensional US Core Equity Market ETF made up 1.06% of Sincerus Advisory's portfolio in Q3 2026, its #26 holding.
Sincerus Advisory first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
427 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.