A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 735,592 shares of DFSV stock, worth $24.5 Million. This represents 10.02% of its overall portfolio holdings.

Number of Shares
735,592
Previous 727,030 1.18%
Holding current value
$24.5 Million
Previous $20.9 Billion 8.28%
% of portfolio
10.02%
Previous 10.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$28.25 - $31.7 $241,876 - $271,415
8,562 Added 1.18%
735,592 $22.7 Billion
Q2 2024

Jul 23, 2024

SELL
$27.81 - $30.13 $45,302 - $49,081
-1,629 Reduced 0.22%
727,030 $20.9 Billion
Q1 2024

Apr 29, 2024

BUY
$27.45 - $30.1 $640,655 - $702,503
23,339 Added 3.31%
728,659 $21.9 Billion
Q4 2023

Feb 05, 2024

BUY
$23.61 - $29.53 $1.37 Million - $1.71 Million
57,861 Added 8.94%
705,320 $20.5 Billion
Q3 2023

Oct 26, 2023

BUY
$24.97 - $27.69 $659,133 - $730,932
26,397 Added 4.25%
647,459 $16.4 Billion
Q2 2023

Aug 07, 2023

BUY
$23.17 - $25.7 $2.56 Million - $2.84 Million
110,566 Added 21.66%
621,062 $16 Billion
Q1 2023

Apr 18, 2023

BUY
$23.74 - $28.31 $12.1 Million - $14.5 Million
510,496 New
510,496 $12.7 Billion

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Alpha Financial Advisors, LLC Portfolio

Follow Alpha Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Advisors, LLC with notifications on news.