HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFGX) |
496,971 | +22,986 | $26,347 |
| DFGX | 496,971 | +22,986 | $26,347 |
| DIMENSIONAL ETF TRUST (DFIC) |
950,361 | +54,672 | $25,422 |
| DFIC | 950,361 | +54,672 | $25,422 |
| INVESCO EXCH TRD SLF IDX FD |
415,995 | -2,634 | $22,975 |
| OMFL | 415,995 | -2,634 | $22,975 |
| DIMENSIONAL ETF TRUST (DFSV) |
728,659 | +23,339 | $21,933 |
| DFSV | 728,659 | +23,339 | $21,933 |
| ISHARES TR (XT) |
364,351 | +8,781 | $21,723 |
| XT | 364,351 | +8,781 | $21,723 |
| DIMENSIONAL ETF TRUST (DFAU) |
553,025 | +36,140 | $20,208 |
| DFAU | 553,025 | +36,140 | $20,208 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
382,838 | +19,689 | $16,692 |
| FIXD | 382,838 | +19,689 | $16,692 |
| DIMENSIONAL ETF TRUST (DFUS) |
185,758 | -79 | $10,585 |
| DFUS | 185,758 | -79 | $10,585 |
| VANGUARD SCOTTSDALE FDS (VGLT) |
160,030 | +14,106 | $9,480 |
| VGLT | 160,030 | +14,106 | $9,480 |
| DIMENSIONAL ETF TRUST (DFAS) |
123,078 | -506 | $7,673 |
| DFAS | 123,078 | -506 | $7,673 |
| DIMENSIONAL ETF TRUST (DFCF) |
117,210 | +11,176 | $4,917 |
| DFCF | 117,210 | +11,176 | $4,917 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
94,107 | +1,565 | $4,541 |
| LMBS | 94,107 | +1,565 | $4,541 |
| DIMENSIONAL ETF TRUST (DFAC) |
133,097 | -652 | $4,252 |
| DFAC | 133,097 | -652 | $4,252 |
| DIMENSIONAL ETF TRUST (DFAX) |
74,903 | -1,229 | $1,906 |
| DFAX | 74,903 | -1,229 | $1,906 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
13,876 | -560 | $1,621 |
| VSS | 13,876 | -560 | $1,621 |
| DIMENSIONAL ETF TRUST (DEHP) |
59,363 | -1,042 | $1,473 |
| DEHP | 59,363 | -1,042 | $1,473 |
| ISHARES TR (IWD) |
4,197 | UNCH | $752 |
| IWD | 4,197 | UNCH | $752 |
| AMERICAN CENTY ETF TR (AVDE) |
9,004 | -115 | $574 |
| AVDE | 9,004 | -115 | $574 |
| VANGUARD TAX MANAGED FDS (VEA) |
10,897 | +326 | $547 |
| VEA | 10,897 | +326 | $547 |
| ISHARES TR (AGG) |
5,436 | +616 | $532 |
| AGG | 5,436 | +616 | $532 |
| SPDR S&P 500 ETF TR (SPY) |
963 | +9 | $504 |
| SPY | 963 | +9 | $504 |
| ISHARES TR (IWF) |
1,432 | UNCH | $483 |
| IWF | 1,432 | UNCH | $483 |
| ISHARES TR (EFA) |
6,014 | +21 | $480 |
| EFA | 6,014 | +21 | $480 |
| AMERICAN CENTY ETF TR (AVUS) |
5,065 | UNCH | $453 |
| AVUS | 5,065 | UNCH | $453 |
| VANGUARD INDEX FDS (VB) |
1,963 | +779 | $449 |
| VB | 1,963 | +779 | $449 |
| APPLE INC |
2,494 | +4 | $428 |
| AAPL | 2,494 | +4 | $428 |
| SCHWAB STRATEGIC TR |
4,572 | UNCH | $424 |
| SCHG | 4,572 | UNCH | $424 |
| ISHARES TR (IJJ) |
3,184 | UNCH | $377 |
| IJJ | 3,184 | UNCH | $377 |
| MICROSOFT CORP |
864 | UNCH | $364 |
| MSFT | 864 | UNCH | $364 |
| ALPHABET INC |
2,326 | +3 | $351 |
| GOOGL | 2,326 | +3 | $351 |
| VANGUARD SCOTTSDALE FDS (BNDW) |
4,898 | -1,097 | $336 |
| BNDW | 4,898 | -1,097 | $336 |
| CAPITAL GRP FIXED INCM ETF T (CGCP) |
13,421 | UNCH | $301 |
| CGCP | 13,421 | UNCH | $301 |
| LINDE PLC |
625 | +1 | $290 |
| LIN | 625 | +1 | $290 |
| ALPHABET INC |
1,862 | +3 | $284 |
| GOOG | 1,862 | +3 | $284 |
| ISHARES TR (IJH) |
4,672 | +3,716 | $284 |
| IJH | 4,672 | +3,716 | $284 |
| SCHWAB STRATEGIC TR |
5,559 | UNCH | $274 |
| SCHA | 5,559 | UNCH | $274 |
| SPDR INDEX SHS FDS (CWI) |
9,001 | -1,412 | $256 |
| CWI | 9,001 | -1,412 | $256 |
| DIMENSIONAL ETF TRUST (DFAW) |
4,192 | +4,192 | $248 |
| DFAW | 4,192 | +4,192 | $248 |
| PROCTER AND GAMBLE CO |
1,478 | +3 | $240 |
| PG | 1,478 | +3 | $240 |
| AMAZON COM INC |
1,312 | +1,312 | $237 |
| AMZN | 1,312 | +1,312 | $237 |
| LOWES COS INC |
865 | -216 | $220 |
| LOW | 865 | -216 | $220 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
1,159 | +1,159 | $212 |
| VIG | 1,159 | +1,159 | $212 |
| BANK AMERICA CORP |
5,364 | +5,364 | $203 |
| BAC | 5,364 | +5,364 | $203 |
See Full List: All Stocks Held By Alpha Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Alpha Financial Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $212,053 At 12/31/2023: $197,269 Alpha Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alpha Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings |
