Alpha Financial Advisors, LLC Dimensional ETF Tr Transaction History
Alpha Financial Advisors, LLC
- $226 Billion
- Q3 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 584,782 shares of DFAU stock, worth $23.9 Million. This represents 10.27% of its overall portfolio holdings.
Number of Shares
584,782
Previous 540,916
8.11%
Holding current value
$23.9 Million
Previous $20.3 Billion
14.45%
% of portfolio
10.27%
Previous 9.76%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio