Alpha Financial Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Alpha Financial Advisors, LLC

  • $225 Billion
  • Q1 2025
Number of Shares
9,013
Previous 6,890 30.81%
Holding current value
$482 Million
Previous $364 Million 32.31%
% of portfolio
0.21%
Previous 0.16%

Shares

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

Apr 23, 2025
BUY
N/A
2,123 Added 30.81%
9,013 $482 Million
Q4 2024

Jan 21, 2025
BUY
N/A
1,380 Added 25.05%
6,890 $364 Million
Q3 2024

Oct 18, 2024
BUY
N/A
5,510 New
5,510 $304 Million
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