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 $26.3 Million. This represents 12.67% of its overall portfolio holdings.
Number of Shares
1,017,794
Previous 966,338
5.32%
Holding current value
$26.3 Million
Previous $25.4 Billion
12.74%
% of portfolio
12.67%
Previous 12.23%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio