Alpha Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Alpha Financial Advisors, LLC
- $226 Billion
- Q3 2024
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 1,017,794 shares of DFIC stock, worth $27.4 Million. This represents 12.67% of its overall portfolio holdings.
Number of Shares
1,017,794
Previous 966,338
5.32%
Holding current value
$27.4 Million
Previous $25.4 Billion
12.74%
% of portfolio
12.67%
Previous 12.23%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$642 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$629 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$425 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$127 Million16.75% of portfolio