Alpha Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Alpha Financial Advisors, LLC

$327 Billion
Q4 2025

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 529,912 shares of DFSV stock, worth $16.6 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares

529,912

Previous 496,998 6.62%

Holding current value

$16.6 Million

Previous $15.8 Billion 10.14%

% of portfolio

5.33%

Previous 5.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$30.55 - $32.35 $1.01 Million - $1.06 Million	32,914 Added 6.62%	529,912 $17.4 Billion
Q3 2025 Nov 12, 2025	BUY	$29.2 - $32.74 $679,396 - $761,761	23,267 Added 4.91%	496,998 $15.8 Billion
Q2 2025 Aug 07, 2025	SELL	$24.21 - $29.47 $1.15 Million - $1.4 Million	-47,338 Reduced 9.08%	473,731 $13.9 Billion
Q1 2025 Apr 23, 2025	SELL	$27.56 - $32.1 $5.97 Million - $6.95 Million	-216,592 Reduced 29.36%	521,069 $14.7 Billion
Q4 2024 Jan 21, 2025	BUY	$30.18 - $33.87 $62,442 - $70,077	2,069 Added 0.28%	737,661 $22.7 Billion

Q3 2024 Oct 18, 2024	BUY	$28.25 - $31.7 $241,876 - $271,415	8,562 Added 1.18%	735,592 $22.7 Billion
Q2 2024 Jul 23, 2024	SELL	$27.81 - $30.13 $45,302 - $49,081	-1,629 Reduced 0.22%	727,030 $20.9 Billion
Q1 2024 Apr 29, 2024	BUY	$27.45 - $30.1 $640,655 - $702,503	23,339 Added 3.31%	728,659 $21.9 Billion
Q4 2023 Feb 05, 2024	BUY	$23.61 - $29.53 $1.37 Million - $1.71 Million	57,861 Added 8.94%	705,320 $20.5 Billion
Q3 2023 Oct 26, 2023	BUY	$24.97 - $27.69 $659,133 - $730,932	26,397 Added 4.25%	647,459 $16.4 Billion
Q2 2023 Aug 07, 2023	BUY	$23.17 - $25.7 $2.56 Million - $2.84 Million	110,566 Added 21.66%	621,062 $16 Billion
Q1 2023 Apr 18, 2023	BUY	$23.74 - $28.31 $12.1 Million - $14.5 Million	510,496 New	510,496 $12.7 Billion

Others Institutions Holding DFSV

# of Institutions

513

Shares Held

142M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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Alpha Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History