Alpha Financial Advisors, LLC Dimensional ETF Tr Transaction History

Alpha Financial Advisors, LLC

$208 Billion
Q2 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 540,916 shares of DFAU stock, worth $21.4 Million. This represents 9.76% of its overall portfolio holdings.

Number of Shares

540,916

Previous 553,025 2.19%

Holding current value

$21.4 Million

Previous $20.2 Billion 0.35%

% of portfolio

9.76%

Previous 9.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$34.53 - $37.67 $418,123 - $456,146	-12,109 Reduced 2.19%	540,916 $20.3 Billion
Q1 2024 Apr 29, 2024	BUY	$32.59 - $36.54 $1.18 Million - $1.32 Million	36,140 Added 6.99%	553,025 $20.2 Billion
Q4 2023 Feb 05, 2024	BUY	$28.58 - $33.37 $1.29 Million - $1.51 Million	45,112 Added 9.56%	516,885 $17.2 Billion
Q3 2023 Oct 26, 2023	BUY	$29.79 - $32.13 $966,149 - $1.04 Million	32,432 Added 7.38%	471,773 $14.1 Billion
Q2 2023 Aug 07, 2023	BUY	$28.25 - $30.99 $2.68 Million - $2.94 Million	94,836 Added 27.53%	439,341 $13.6 Billion
Q1 2023 Apr 18, 2023	BUY	$26.87 - $29.65 $2.02 Million - $2.23 Million	75,283 Added 27.96%	344,505 $9.91 Billion
Q4 2022 Apr 18, 2023	BUY	$25.24 - $28.83 $6.8 Million - $7.76 Million	269,222 New	269,222 $7.27 Billion

Others Institutions Holding DFAU

# of Institutions

399

Shares Held

105M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Alpha Financial Advisors, LLC Dimensional ETF Tr Transaction History