Alpha Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Alpha Financial Advisors, LLC
- $208 Billion
- Q2 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 182,414 shares of DFUS stock, worth $10.8 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
182,414
Previous 185,758
1.8%
Holding current value
$10.8 Million
Previous $10.6 Billion
1.42%
% of portfolio
5.17%
Previous 4.99%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio