Alpha Financial Advisors, LLC Incresed Positions in Q2 2025

Alpha Financial Advisors, LLC

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
63.6K
+ 6.72%
$24.94 - $31.15 $1.59M - $1.98M
1.01M $31.4B
Dimensional ETF Trust
27.4K
+ 4.97%
N/A
578K $30.8B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
45.9K
+ 13.74%
$41.1 - $42.37 $1.89M - $1.94M
380K $16B
VEA
Vanguard Ftse Developed Market

ETFs
6.18K
+ 96.01%
$45.65 - $57.01 $282K - $353K
12.6K $720M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.12K
+ 7.26%
$48.5 - $49.35 $345K - $351K
105K $5.18B
MSFT
Microsoft Corp

Technology
461
+ 51.45%
$354.56 - $497.45 $163K - $229K
1.36K $675M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.23K
+ 17.66%
$22.27 - $29.21 $71.9K - $94.3K
21.5K $628M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.5K
+ 12.26%
$96.84 - $99.46 $145K - $149K
13.7K $1.36B
AAPL
Apple Inc.

Technology
918
+ 34.08%
$172.42 - $223.89 $158K - $206K
3.61K $741M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.24%
$320.42 - $424.58 $961 - $1.27K
1.24K $525M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.2%
$496.48 - $617.85 $993 - $1.24K
992 $613M
BAC
Bank Of America Corp

Financial Services
73
+ 0.99%
$34.39 - $47.46 $2.51K - $3.46K
7.42K $351M
USXF
Ishares Esg Advanced Msci Usa

Technology
14
+ 0.24%
$41.54 - $53.93 $582 - $755
5.81K $314M
PG
Procter & Gamble CO

Consumer Defensive
377
+ 23.58%
$157.66 - $172.39 $59.4K - $65K
1.98K $315M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
466
+ 0.14%
$42.72 - $44.24 $19.9K - $20.6K
340K $14.9B
AMZN
Amazon Com Inc

Consumer Cyclical
11
+ 0.93%
$167.32 - $223.3 $1.84K - $2.46K
1.2K $262M
EFA
Ishares Tr Msci Eafe ETF

ETFs
53
+ 1.54%
$72.96 - $90.39 $3.87K - $4.79K
3.49K $312M
IWD
Ishares Russell 1000 Val ETF

ETFs
26
+ 0.65%
$166.82 - $194.23 $4.34K - $5.05K
4.05K $786M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
166
+ 3.06%
$68.11 - $69.33 $11.3K - $11.5K
5.59K $387M
CGCP
Capital Group Core Plus Income

ETFs
141
+ 0.22%
$21.92 - $22.56 $3.09K - $3.18K
65K $1.46B
Linde PLC
4
+ 0.64%
N/A
632 $297M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 4.64%
$483.48 - $539.8 $9.67K - $10.8K
451 $219M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
105
+ 0.98%
$24.32 - $27.87 $2.55K - $2.93K
10.8K $287M
Activity Summary
Buys All Purchases 38 New Holdings 14 Increased Positions 24 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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