Alpha Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 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 1,125,288 shares of DFIC stock, worth $30.9 Million. This represents 13.17% of its overall portfolio holdings.
Number of Shares
1,125,288
Previous 1,017,794
10.56%
Holding current value
$30.9 Million
Previous $28.6 Billion
1.54%
% of portfolio
13.17%
Previous 12.67%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$753 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$449 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio