Alpha Financial Advisors, LLC Purchases and Sells in Q1 2025

Alpha Financial Advisors, LLC

$225 Billion
Q1 2025

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSPA	834K + 2561.63%	$34.58 - $38.65 $28.8M - $32.2M	867K $30.5B
DFAU	189K + 31.7%	$37.84 - $42.29 $7.15M - $7.99M	785K $30.2B
DFCF	20.3K + 6.49%	$40.79 - $42.32 $830K - $861K	334K $14B
CGCP	48K + 284.05%	$21.94 - $22.64 $1.05M - $1.09M	64.9K $1.46B
DIMENSIONAL ETF TRUST	15.7K + 2.93%	N/A	550K $28.8B
CGGR	67.2K + 12.23%	$33.98 - $39.84 $2.28M - $2.68M	617K $21.1B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USXF	5.8K New	$46.38 - $52.65 $269K - $305K	5.8K $271M
XMHQ	2.93K New	$89.18 - $104.04 $262K - $305K	2.93K $269M
DIMENSIONAL ETF TRUST	5.23K New	N/A	5.23K $265M
BRK-B	431 New	$442.66 - $534.52 $191K - $230K	431 $230M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSV	-217K - 29.36%	$27.56 - $32.1 $5.97M - $6.95M	521K $14.7B
DFIC	-179K - 15.93%	$25.54 - $28.79 $4.58M - $5.16M	946K $26.3B
FIXD	-41.9K - 10.97%	$42.4 - $44.11 $1.77M - $1.85M	340K $14.9B
DFAS	-13.3K - 11.57%	$58.81 - $68.2 $783K - $908K	102K $6.08B
DFAC	-390 - 0.31%	$32.42 - $36.13 $12.6K - $14.1K	124K $4.1B
EFA	-2.81K - 45.01%	$74.85 - $84.89 $210K - $239K	3.43K $281M

Activity Summary All Purchases 27 New Holdings 4 Increased Positions 23 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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