Alpha Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Alpha Financial Advisors, LLC
- $226 Billion
- Q3 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 162,863 shares of DFCF stock, worth $6.73 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
162,863
Previous 128,457
26.78%
Holding current value
$6.73 Million
Previous $5.34 Billion
31.82%
% of portfolio
3.11%
Previous 2.57%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio