Alpha Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Alpha Financial Advisors, LLC
- $226 Billion
- Q3 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 1,017,794 shares of DFIC stock, worth $26.1 Million. This represents 12.67% of its overall portfolio holdings.
Number of Shares
1,017,794
Previous 966,338
5.32%
Holding current value
$26.1 Million
Previous $25.4 Billion
12.74%
% of portfolio
12.67%
Previous 12.23%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$693 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$660 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$405 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$125 Million17.02% of portfolio