Alpha Financial Advisors, LLC DFUS Holdings History
Alpha Financial Advisors, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Alpha Financial Advisors, LLC held 182,475.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $11.04 Mil. This investment constitutes 4.91% of their stock portfolio, and Alpha Financial Advisors, LLC now holds 0.08% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q1. And since then Alpha Financial Advisors, LLC has made 1 purchases of DFUS, at an average price of $43.34, for a total of 190,446.00 shares. In addition, there have been 8 sales at an average price of $51.99 for 7,971.00 shares. Based on historical transaction data and DFUS's current price of $68.16, Alpha Financial Advisors, LLC's estimated gain on his DFUS holdings is $4.60 Mil, reflecting a 55.72% gain to date.
Alpha Financial Advisors, LLC DFUS ($68.16) Holding Chart
Alpha Financial Advisors, LLC DFUS ($68.16) 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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