AF

Alpha Financial Advisors, LLC

13F
Alpha Financial Advisors, LLC
Last update 2025-04-23 48 Stocks (4 new)
Value $225.00 Mil Turnover 20 %
Countries:
Top Holdings: TSPA(13.55%)DFAU(13.41%)DFGX(12.79%)DFIC(11.68%)CGGR(9.39%)
Summary Stock Picks Current Portfolio
Alpha Financial Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSPA
T. Rowe Price U.S. Equity Research ETF
T. Rowe Price U.S. Equity Research ETF
866,761
30,475.3
+2,561.63%
13.550
+13.04%
2.690
+16.44%
+6.49%
1,656.5
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
784,696
30,163.7
+31.70%
13.410
+3.23%
0.410
+16.87%
+6.67%
8,546.7
 
DFGX
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
550,450
28,761.0
+2.93%
12.790
+0.36%
3.630
+1.75%
+2.23%
932.7
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
946,021
26,271.0
-15.93%
11.680
-2.10%
0.320
+15.65%
+22.83%
9,697.0
 
CGGR
Capital Group Growth ETF
616,869
21,127.8
+12.23%
9.390
+1.02%
0.190
+24.07%
+9.85%
13,390.6
 
FIXD
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
339,776
14,895.8
-10.97%
6.620
-0.81%
0.390
+0.10%
+4.07%
3,411.9
 
DFSV
Dimensional US Small Cap Value ETF
521,069
14,668.1
-29.36%
6.520
-3.02%
0.340
+18.21%
+1.01%
4,909.8
 
DFCF
Dimensional Core Fixed Income ETF
333,857
14,042.0
+6.49%
6.240
+0.38%
0.210
+0.67%
+4.11%
7,072.8
 
DFUS
Dimensional U.S. Equity Market ETF
182,475
11,036.1
+0.14%
4.910
+0.01%
0.080
+17.40%
+7.12%
15,751.1
 
DFAS
Dimensional U.S. Small Cap ETF
101,753
6,079.8
-11.57%
2.700
-0.39%
0.070
+16.49%
+1.71%
10,558.0
 

Alpha Financial Advisors, LLC's Historical Top Holdings Breakdowns

Alpha Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSPA
T. Rowe Price U.S. Equity Research ETF
T. Rowe Price U.S. Equity Research ETF
2025-03-31
Add
Add
+13.04%
●
34.58 ($37.03) 38.65
$39.37
6.32%
Add 2561.63%
866,761
834,196
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
2025-03-31
Sold Out
Sold Out
-8.79%
●
52.19 ($55.13) 57.45
$58.13
5.44%
Sold Out
0
-358,107
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+3.23%
●
37.84 ($40.57) 42.31
$42.97
5.92%
Add 31.7%
784,696
188,892
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Reduce
Reduce
-3.02%
●
27.56 ($30.26) 32.1
$30.86
1.98%
Reduce -29.36%
521,069
-216,592
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-2.10%
●
25.54 ($27.31) 28.8
$31.21
14.28%
Reduce -15.93%
946,021
-179,267
CGGR
Capital Group Growth ETF
2025-03-31
Add
Add
+1.02%
●
33.98 ($37.42) 39.84
$40.83
9.11%
Add 12.23%
616,869
67,202
XT
ISHARES TRUST
2025-03-31
Sold Out
Sold Out
-0.95%
●
57.56 ($61.13) 64
$66.36
8.56%
Sold Out
0
-35,177
FIXD
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.81%
●
42.4 ($43.35) 44.11
$43.77
0.97%
Reduce -10.97%
339,776
-41,854
CGCP
Capital Group Core Plus Income ETF
2025-03-31
Add
Add
+0.48%
●
21.94 ($22.37) 22.64
$22.45
0.36%
Add 284.05%
64,863
47,974
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Reduce
Reduce
-0.39%
●
58.81 ($64.31) 68.2
$65.87
2.43%
Reduce -11.57%
101,753
-13,317

Alpha Financial Advisors, LLC Total Holding History ($B)

To

Alpha Financial Advisors, LLC's Asset Allocation

To

Alpha Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Alpha Financial Advisors, LLC's Hypothetical Growth since 2025-03-31

Alpha Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Alpha Financial Advisors, LLC's Holdings Heat Map

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Alpha Financial Advisors, LLC's Holdings Bubble Chart

Alpha Financial Advisors, LLC News

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