Alpha Financial Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Alpha Financial Advisors, LLC

  • $259 Billion
  • Q2 2025
Number of Shares
8,216
Previous 9,013 8.84%
Holding current value
$448 Million
Previous $482 Million 7.04%
% of portfolio
0.17%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
N/A
-797 Reduced 8.84%
8,216 $448 Million
Q1 2025

Apr 23, 2025
BUY
N/A
2,123 Added 30.81%
9,013 $482 Million
Q4 2024

Jan 21, 2025
BUY
N/A
1,380 Added 25.05%
6,890 $364 Million
Q3 2024

Oct 18, 2024
BUY
N/A
5,510 New
5,510 $304 Million
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