Alpha Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Alpha Financial Advisors, LLC
- $208 Billion
- Q2 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 119,716 shares of DFAS stock, worth $7.43 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
119,716
Previous 123,078
2.73%
Holding current value
$7.43 Million
Previous $7.67 Billion
6.26%
% of portfolio
3.46%
Previous 3.62%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$704 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$433 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$417 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$276 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio