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 $24.2 Million. This represents 10.27% of its overall portfolio holdings.

Number of Shares

584,782

Previous 540,916 8.11%

Holding current value

$24.2 Million

Previous $20.3 Billion 14.45%

% of portfolio

10.27%

Previous 9.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$35.8 - $39.69 $1.57 Million - $1.74 Million	43,866 Added 8.11%	584,782 $23.2 Billion
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

407

Shares Held

105M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

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.

Account

Alpha Financial Advisors, LLC Dimensional ETF Tr Transaction History