Alpha Financial Advisors, LLC DFAU Holdings History
Alpha Financial Advisors, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Alpha Financial Advisors, LLC held 784,696.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $30.16 Mil. This investment constitutes 13.41% of their stock portfolio, and Alpha Financial Advisors, LLC now holds 0.41% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2023Q1. And since then Alpha Financial Advisors, LLC has made 8 purchases of DFAU, at an average price of $32.54, for a total of 796,805.00 shares. In addition, there have been 1 sales at an average price of $36.34 for 12,109.00 shares. Based on historical transaction data and DFAU's current price of $42.97, Alpha Financial Advisors, LLC's estimated gain on his DFAU holdings is $8.23 Mil, reflecting a 31.73% gain to date.
Alpha Financial Advisors, LLC DFAU ($42.97) Holding Chart
Alpha Financial Advisors, LLC DFAU ($42.97) 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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