Alpha Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 313,518 shares of DFCF stock, worth $13.2 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
313,518
Previous 162,863
92.5%
Holding current value
$13.2 Million
Previous $7.03 Billion
83.95%
% of portfolio
5.86%
Previous 3.11%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$468 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio