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 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sincerus Advisory's DFUS Position: Q2 2026 in Review

Sincerus Advisory reduced its Dimensional US Equity ETF (DFUS) stake by 3.7% in Q2 2026, selling an estimated $26.9K and leaving 8,924 shares worth $731K. The position accounts for 0.5% of the portfolio, ranked #40.

Sincerus Advisory first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Sincerus Advisory held 8,924 shares of Dimensional US Equity ETF worth $731K as of Q2 2026.
Sincerus Advisory sold 340 Dimensional US Equity ETF shares in Q2 2026, an estimated $26.9K.
Dimensional US Equity ETF made up 0.5% of Sincerus Advisory's portfolio in Q2 2026, its #40 holding.
Sincerus Advisory first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
250 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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