Alpha Financial Advisors, LLC Dimensional ETF Tr Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 595,804 shares of DFAU stock, worth $25.1 Million. This represents 10.92% of its overall portfolio holdings.
Number of Shares
595,804
Previous 584,782
1.88%
Holding current value
$25.1 Million
Previous $23.2 Billion
3.94%
% of portfolio
10.92%
Previous 10.27%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
415Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio