Alpha Financial Advisors, LLC Purchases in Q3 2025

Alpha Financial Advisors, LLC

  • $284 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
106K
New
$50.8 - $51.32 $5.4M - $5.45M
106K $5.45B
DFAU
Dimensional ETF Tr

ETFs
48K
+ 6.35%
$42.42 - $45.96 $2.04M - $2.21M
804K $36.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
58.5K
+ 5.79%
$30.76 - $33.01 $1.8M - $1.93M
1.07M $35B
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
16.8K
+ 2.34%
$38.85 - $41.97 $652K - $705K
734K $30.8B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
46.5K
+ 12.23%
$41.8 - $43.15 $1.94M - $2M
426K $18.2B
DFSV
Dimensional ETF Tr Dimensional

ETFs
23.3K
+ 4.91%
$29.2 - $32.74 $679K - $762K
497K $15.8B
CGGR
Capital Group Growth ETF Shs C

ETFs
7.07K
+ 1.69%
$40.2 - $44.58 $284K - $315K
425K $18.7B
Dimensional ETF Trust
23.8K
+ 4.12%
N/A
602K $32.5B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
13K
+ 3.81%
$43.36 - $44.8 $562K - $580K
353K $15.7B
AVUV
American Centy ETF Tr Avantis

ETFs
670
+ 2.62%
$90.37 - $102.12 $60.5K - $68.4K
26.3K $2.62B
ABBV
Abb Vie Inc.

Healthcare
896
New
$184.85 - $231.54 $166K - $207K
896 $208M
AAPL
Apple Inc.

Technology
65
+ 1.8%
$202.38 - $256.87 $13.2K - $16.7K
3.68K $936M
SPY
Spdr S&P 500 ETF Trust

ETFs
212
+ 21.37%
$617.65 - $666.84 $131K - $141K
1.2K $802M
GOOGL
Alphabet Inc.

Communication Services
45
+ 1.98%
$174.36 - $254.72 $7.85K - $11.5K
2.32K $564M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
102
+ 0.2%
$27.85 - $30.91 $2.84K - $3.15K
51.8K $1.58B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
231
+ 1.94%
$133.48 - $144.38 $30.8K - $33.4K
12.2K $1.73B
Dimensional ETF Trust
2.18K
+ 26.52%
N/A
10.4K $578M
GOOG
Alphabet Inc.

Communication Services
15
+ 0.83%
$175.16 - $255.24 $2.63K - $3.83K
1.83K $446M
ORCL
Oracle Corp

Technology
5
+ 0.47%
$218.96 - $328.33 $1.09K - $1.64K
1.07K $301M
VEA
Vanguard Ftse Developed Market

ETFs
30
+ 0.24%
$56.02 - $60.3 $1.68K - $1.81K
12.7K $758M
CGCP
Capital Group Core Plus Income

ETFs
1.02K
+ 1.57%
$22.27 - $22.95 $22.7K - $23.4K
66K $1.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
165
+ 1.2%
$97.75 - $100.75 $16.1K - $16.6K
13.9K $1.39B
VUG
Vanguard Growth ETF

ETFs
1
+ 0.15%
$433.97 - $484.08 $434 - $484
681 $327M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.09%
$237.58 - $259.17 $238 - $259
1.17K $297M
USXF
Ishares Esg Advanced Msci Usa

Technology
13
+ 0.22%
$53.69 - $57.31 $698 - $745
5.83K $334M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13
+ 0.37%
$87.29 - $93.61 $1.13K - $1.22K
3.5K $327M
VEU
Vanguard Ftse All World Ex Us

ETFs
16
+ 0.48%
$66.38 - $71.68 $1.06K - $1.15K
3.35K $239M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
123
+ 1.14%
$26.38 - $27.95 $3.24K - $3.44K
10.9K $299M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
65
+ 1.16%
$68.58 - $69.85 $4.46K - $4.54K
5.65K $394M
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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