Sincerus Advisory, LLC Dimensional ETF Tr U S Small C Transaction History

Sincerus Advisory, LLC

$93.2 Billion
Q4 2024

A detailed history of Sincerus Advisory, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Sincerus Advisory, LLC holds 8,210 shares of DFAS stock, worth $551,137. This represents 0.57% of its overall portfolio holdings.

Number of Shares

8,210

Holding current value

$551,137

% of portfolio

0.57%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$63.58 - $71.15 $521,991 - $584,141	8,210 New	8,210 $534 Million

Others Institutions Holding DFAS

# of Institutions

719

Shares Held

111M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$753 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$470 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.54M
Shares

$439 Million
23.7% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$330 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$183 Million
1.82% of portfolio

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Sincerus Advisory, LLC Dimensional ETF Tr U S Small C Transaction History