Alpha Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Alpha Financial Advisors, LLC
- $225 Billion
- Q1 2025
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 124,344 shares of DFAC stock, worth $4.01 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
124,344
Previous 124,734
0.31%
Holding current value
$4.01 Million
Previous $4.31 Billion
4.92%
% of portfolio
1.82%
Previous 1.95%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio