Sincerus Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

Sincerus Advisory’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$778K	Buy	9,373 +449	+5%	+$37.3K	0.51%	41
2026 Q2	$731K	Sell	8,924 -340	-4%	-$26.9K	0.5%	40
2026 Q1	$657K	Buy	9,264 +126	+1%	+$9.34K	0.5%	39
2025 Q4	$678K	Buy	9,138 +137	+2%	+$10.1K	0.54%	39
2025 Q3	$652K	Buy	9,001 +40	+0.4%	+$2.79K	0.56%	40
2025 Q2	$619K	Sell	8,961 -804	-8%	-$49.8K	0.58%	40
2025 Q1	$591K	Buy	9,765 +33	+0.3%	+$2.11K	0.62%	39
2024 Q4	$620K	Buy	+9,732	New	+$624K	0.67%	39

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Sincerus Advisory's DFUS Position: Q3 2026 in Review

Sincerus Advisory increased its Dimensional US Equity ETF (DFUS) stake by 5% in Q3 2026, buying an estimated $37.3K and bringing the position to 9,373 shares worth $778K. The position accounts for 0.51% of the portfolio, ranked #41.

Sincerus Advisory first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 272 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Sincerus Advisory held 9,373 shares of Dimensional US Equity ETF worth $778K as of Q3 2026.
Sincerus Advisory bought 449 Dimensional US Equity ETF shares in Q3 2026, an estimated $37.3K.
Dimensional US Equity ETF made up 0.51% of Sincerus Advisory's portfolio in Q3 2026, its #41 holding.
Sincerus Advisory first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
272 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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