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 69,288 shares of DFAX stock, worth $1.87 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
69,288
Previous 74,903
7.5%
Holding current value
$1.87 Million
Previous $1.91 Billion
7.57%
% of portfolio
0.85%
Previous 0.9%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$303 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$197 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio