Alpha Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 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 124,734 shares of DFAC stock, worth $4.47 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
124,734
Previous 126,442
1.35%
Holding current value
$4.47 Million
Previous $4.34 Billion
0.49%
% of portfolio
1.95%
Previous 1.92%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
930Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio