Alpha Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Alpha Financial Advisors, LLC
- $208 Billion
- Q2 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 727,030 shares of DFSV stock, worth $22.3 Million. This represents 10.07% of its overall portfolio holdings.
Number of Shares
727,030
Previous 728,659
0.22%
Holding current value
$22.3 Million
Previous $21.9 Billion
4.6%
% of portfolio
10.07%
Previous 10.34%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
317Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$252 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$151 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$143 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$84.2 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$77.1 Million0.78% of portfolio