Alpha Financial Advisors, LLC DFSV Holdings History
Alpha Financial Advisors, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Alpha Financial Advisors, LLC held 521,069.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $14.67 Mil. This investment constitutes 6.52% of their stock portfolio, and Alpha Financial Advisors, LLC now holds 0.34% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q1. And since then Alpha Financial Advisors, LLC has made 7 purchases of DFSV, at an average price of $26.05, for a total of 739,290.00 shares. In addition, there have been 2 sales at an average price of $30.25 for 218,221.00 shares. Based on historical transaction data and DFSV's current price of $30.49, Alpha Financial Advisors, LLC's estimated gain on his DFSV holdings is $3.23 Mil, reflecting a 16.76% gain to date.
Alpha Financial Advisors, LLC DFSV ($30.49) Holding Chart
Alpha Financial Advisors, LLC DFSV ($30.49) 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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