Financial Alternatives, Inc Purchases and Sells in Q2 2025

Financial Alternatives, Inc

$154 Billion
Q2 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	12.9K + 2.81%	$28.02 - $34.71 $361K - $448K	471K $16.3B
DFAC	4.83K + 0.79%	$29.12 - $35.84 $141K - $173K	620K $22.2B
DFAU	20.9K + 41.88%	$34.04 - $42.36 $710K - $884K	70.7K $2.99B
VTI	295 + 0.91%	$243.75 - $303.93 $71.9K - $89.7K	32.8K $9.96B
DFAE	8.76K + 3.81%	$22.87 - $28.95 $200K - $254K	239K $6.92B
VNQI	1.68K + 1.88%	$37.77 - $46.15 $63.5K - $77.6K	91.1K $4.21B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	441 New	$456.74 - $568.03 $201K - $251K	441 $251M
ESGE	5.53K New	$30.87 - $39.17 $171K - $217K	5.53K $217M
EA SERIES TRUST	1.9K New	N/A	1.9K $214M
SDY	1.55K New	$121.58 - $136.74 $188K - $212K	1.55K $210M
BAC	4.42K New	$34.39 - $47.46 $152K - $210K	4.42K $209M
META	280 New	$484.66 - $738.09 $136K - $207K	280 $207M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-480 - 24.16%	$144.7 - $178.6 $69.5K - $85.7K	1.51K $266M
GSBD	-875 - 1.83%	$9.85 - $11.67 $8.62K - $10.2K	47K $529M
GOOG	-350 - 19.02%	$146.58 - $180.01 $51.3K - $63K	1.49K $264M
FOF	-2.69K - 5.79%	$10.48 - $12.62 $28.2K - $34K	43.8K $553M
PFN	-663 - 3.71%	$6.87 - $7.56 $4.55K - $5.01K	17.2K $127M
PRFZ	-663 - 8.31%	$33.13 - $40.67 $22K - $27K	7.31K $297M

Activity Summary All Purchases 23 New Holdings 6 Increased Positions 17 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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