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 $1.75 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
69,035
Previous 69,288
0.37%
Holding current value
$1.75 Million
Previous $1.76 Billion
5.87%
% of portfolio
0.82%
Previous 0.85%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio