Alpha Financial Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Alpha Financial Advisors, LLC

  • $225 Billion
  • Q1 2025
Number of Shares
550,450
Previous 534,795 2.93%
Holding current value
$28.8 Billion
Previous $28 Billion 2.79%
% of portfolio
12.79%
Previous 12.67%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
N/A
15,655 Added 2.93%
550,450 $28.8 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
13,944 Added 2.68%
534,795 $28 Billion
Q3 2024

Oct 18, 2024
BUY
N/A
23,472 Added 4.72%
520,851 $28.2 Billion
Q2 2024

Jul 23, 2024
BUY
N/A
408 Added 0.08%
497,379 $26.1 Billion
Q1 2024

Apr 29, 2024
BUY
N/A
22,986 Added 4.85%
496,971 $26.3 Billion
Q4 2023

Feb 05, 2024
BUY
N/A
473,985 New
473,985 $25 Billion
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