Alpha Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Alpha Financial Advisors, LLC
- $208 Billion
- Q2 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 126,936 shares of DFAC stock, worth $4.25 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
126,936
Previous 133,097
4.63%
Holding current value
$4.25 Million
Previous $4.25 Billion
3.76%
% of portfolio
1.97%
Previous 2.01%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.79 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.59 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$591 Million0.29% of portfolio