Alpha Financial Advisors, LLC DFCF Holdings History
Number of Shares
333,857.00
Current Holdings Value*
$14.04 Mil
% of Portfolio
6.24%
Total Estimate Gain
$45,390.26
% of Total Estimate Gain
0.32%
Alpha Financial Advisors, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Alpha Financial Advisors, LLC held 333,857.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $14.04 Mil. This investment constitutes 6.24% of their stock portfolio, and Alpha Financial Advisors, LLC now holds 0.21% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2023Q1. And since then Alpha Financial Advisors, LLC has made 9 purchases of DFCF, at an average price of $42.01, for a total of 333,857.00 shares. Based on historical transaction data and DFCF's current price of $42.15, Alpha Financial Advisors, LLC's estimated gain on his DFCF holdings is $45,390.26, reflecting a 0.32% gain to date.
Alpha Financial Advisors, LLC DFCF ($42.15) Holding Chart
Alpha Financial Advisors, LLC DFCF ($42.15) 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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