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 69,035 shares of DFAX stock, worth $1.82 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
69,035
Previous 69,288
0.37%
Holding current value
$1.82 Million
Previous $1.76 Billion
5.87%
% of portfolio
0.82%
Previous 0.85%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$240 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$195 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$190 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$151 Million0.23% of portfolio