Alpha Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Alpha Financial Advisors, LLC

$225 Billion
Q1 2025

A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 521,069 shares of DFSV stock, worth $14.5 Million. This represents 6.52% of its overall portfolio holdings.

Number of Shares

521,069

Previous 737,661 29.36%

Holding current value

$14.5 Million

Previous $22.7 Billion 35.4%

% of portfolio

6.52%

Previous 10.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$27.56 - $32.1 $5.97 Million - $6.95 Million	-216,592 Reduced 29.36%	521,069 $14.7 Billion
Q4 2024 Jan 21, 2025	BUY	$30.18 - $33.87 $62,442 - $70,077	2,069 Added 0.28%	737,661 $22.7 Billion
Q3 2024 Oct 18, 2024	BUY	$28.25 - $31.7 $241,876 - $271,415	8,562 Added 1.18%	735,592 $22.7 Billion
Q2 2024 Jul 23, 2024	SELL	$27.81 - $30.13 $45,302 - $49,081	-1,629 Reduced 0.22%	727,030 $20.9 Billion
Q1 2024 Apr 29, 2024	BUY	$27.45 - $30.1 $640,655 - $702,503	23,339 Added 3.31%	728,659 $21.9 Billion
Q4 2023 Feb 05, 2024	BUY	$23.61 - $29.53 $1.37 Million - $1.71 Million	57,861 Added 8.94%	705,320 $20.5 Billion
Q3 2023 Oct 26, 2023	BUY	$24.97 - $27.69 $659,133 - $730,932	26,397 Added 4.25%	647,459 $16.4 Billion
Q2 2023 Aug 07, 2023	BUY	$23.17 - $25.7 $2.56 Million - $2.84 Million	110,566 Added 21.66%	621,062 $16 Billion
Q1 2023 Apr 18, 2023	BUY	$23.74 - $28.31 $12.1 Million - $14.5 Million	510,496 New	510,496 $12.7 Billion

Others Institutions Holding DFSV

# of Institutions

437

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Advisors, LLC with notifications on news.

Account

Alpha Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History