Alpha Financial Advisors, LLC Purchases and Sells in Q3 2024

Alpha Financial Advisors, LLC

$226 Billion
Q3 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIC	51.5K + 5.32%	$25.36 - $28.37 $1.3M - $1.46M	1.02M $28.6B
DFAU	43.9K + 8.11%	$35.8 - $39.69 $1.57M - $1.74M	585K $23.2B
DIMENSIONAL ETF TRUST	23.5K + 4.72%	N/A	521K $28.2B
DFSV	8.56K + 1.18%	$28.25 - $31.7 $242K - $271K	736K $22.7B
DFCF	34.4K + 26.78%	$41.34 - $43.55 $1.42M - $1.5M	163K $7.03B
FIXD	18.3K + 4.81%	$42.87 - $45.76 $783K - $836K	399K $18B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	560 New	$520.18 - $576.82 $291K - $323K	560 $323M
DIMENSIONAL ETF TRUST	5.51K New	N/A	5.51K $304M
IJH	4.28K New	$57.32 - $62.65 $245K - $268K	4.28K $266M
UNH	381 New	$488.01 - $604.18 $186K - $230K	381 $223M
LOW	795 New	$213.3 - $270.78 $170K - $215K	795 $215M
VB	845 New	$214.77 - $237.72 $181K - $201K	845 $200M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OMFL	-18.5K - 4.53%	$47.65 - $52.99 $882K - $981K	390K $20.7B
CGCP	-6.68K - 33.24%	$22.12 - $23.31 $148K - $156K	13.4K $310M
GOOG	-23 - 1.24%	$149.54 - $192.66 $3.44K - $4.43K	1.84K $307M
VEA	-443 - 6.39%	$47.6 - $53.31 $21.1K - $23.6K	6.49K $343M
CWI	-516 - 6.32%	$27.15 - $30.78 $14K - $15.9K	7.65K $233M
IWF	-12 - 0.87%	$332.02 - $382.76 $3.98K - $4.59K	1.36K $511M

Activity Summary All Purchases 27 New Holdings 6 Increased Positions 21 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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