Alpha Financial Advisors, LLC DFGX Holdings History
Alpha Financial Advisors, LLC's Dimensional Global ex US Core Fixed Income ETF Holding Summary
As of 2025-03-31, Alpha Financial Advisors, LLC held 550,450.00 shares of Dimensional Global ex US Core Fixed Income ETF(DFGX), totaling $28.76 Mil. This investment constitutes 12.79% of their stock portfolio, and Alpha Financial Advisors, LLC now holds 3.63% of the outstanding Dimensional Global ex US Core Fixed Income ETF(DFGX) stock.
The initial trade took place in 2024Q1. And since then Alpha Financial Advisors, LLC has made 5 purchases of DFGX, at an average price of $52.58, for a total of 550,450.00 shares. Based on historical transaction data and DFGX's current price of $53.10, Alpha Financial Advisors, LLC's estimated gain on his DFGX holdings is $288,193.27, reflecting a 1.00% gain to date.
Alpha Financial Advisors, LLC DFGX ($53.10) Holding Chart
Alpha Financial Advisors, LLC DFGX ($53.10) 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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