Alpha Financial Advisors, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 115,070 shares of DFAS stock, worth $7.68 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

115,070

Previous 119,253 3.51%

Holding current value

$7.68 Million

Previous $7.73 Billion 3.18%

% of portfolio

3.39%

Previous 3.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$63.58 - $71.15 $265,955 - $297,620	-4,183 Reduced 3.51%	115,070 $7.49 Billion
Q3 2024 Oct 18, 2024	SELL	$59.25 - $65.33 $27,432 - $30,247	-463 Reduced 0.39%	119,253 $7.73 Billion
Q2 2024 Jul 23, 2024	SELL	$57.42 - $62.37 $193,046 - $209,687	-3,362 Reduced 2.73%	119,716 $7.19 Billion
Q1 2024 Apr 29, 2024	SELL	$56.66 - $62.34 $28,669 - $31,544	-506 Reduced 0.41%	123,078 $7.67 Billion
Q4 2023 Feb 05, 2024	BUY	$48.83 - $60.51 $71,194 - $88,223	1,458 Added 1.19%	123,584 $7.37 Billion
Q3 2023 Oct 26, 2023	SELL	$51.84 - $57.67 $132,969 - $147,923	-2,565 Reduced 2.06%	122,126 $6.41 Billion
Q2 2023 Aug 07, 2023	SELL	$49.85 - $54.8 $562,457 - $618,308	-11,283 Reduced 8.3%	124,691 $6.83 Billion
Q1 2023 Apr 18, 2023	SELL	$50.35 - $57.8 $3.76 Million - $4.32 Million	-74,693 Reduced 35.46%	135,974 $7.17 Billion
Q4 2022 Apr 18, 2023	BUY	$47.77 - $54.73 $10.1 Million - $11.5 Million	210,667 New	210,667 $10.8 Billion

Others Institutions Holding DFAS

# of Institutions

765

Shares Held

117M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Alpha Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History