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
Quarter Operation Price Per share shares change shares Held SEC Form
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
$50.26 - $54.73 $10.6 Million - $11.5 Million
210,667 New
210,667 $10.8 Billion

Others Institutions Holding DFAS

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Alpha Financial Advisors, LLC Portfolio

Follow Alpha Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Advisors, LLC with notifications on news.