Alpha Financial Advisors, LLC DFAS Holdings History
Alpha Financial Advisors, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Alpha Financial Advisors, LLC held 101,753.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $6.08 Mil. This investment constitutes 2.7% of their stock portfolio, and Alpha Financial Advisors, LLC now holds 0.07% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q1. And since then Alpha Financial Advisors, LLC has made 1 purchases of DFAS, at an average price of $54.05, for a total of 137,432.00 shares. In addition, there have been 8 sales at an average price of $59.59 for 35,679.00 shares. Based on historical transaction data and DFAS's current price of $65.59, Alpha Financial Advisors, LLC's estimated gain on his DFAS holdings is $1.37 Mil, reflecting a 18.48% gain to date.
Alpha Financial Advisors, LLC DFAS ($65.59) Holding Chart
Alpha Financial Advisors, LLC DFAS ($65.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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