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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DFAW +4,192+$248
AMZN +1,312+$237
VIG +1,159+$212
BAC +5,364+$203
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
DFNM -4,200-$204
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFIC +54,672+$2,555
DFAU +36,140+$3,022
DFSV +23,339+$1,394
DFGX +22,986+$1,332
FIXD +19,689+$494
VGLT +14,106+$501
DFCF +11,176+$421
XT +8,781+$435
IJH +3,716+$19
LMBS +1,565+$69
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
OMFL -2,634+$1,453
CWI -1,412-$26
DFAX -1,229+$47
BNDW -1,097-$79
DEHP -1,042+$8
DFAC -652+$343
VSS -560-$40
DFAS -506+$305
LOW -216-$20
Alpha Financial Advisors LLC Info
Size ($ 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

All Stocks Held By Alpha Financial Advisors LLC
As of  03/31/2024, we find all stocks held by Alpha Financial Advisors LLC to be as follows, presented in the table below with each row detailing each Alpha Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Alpha Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Alpha Financial Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFGX) 496,971 +22,986 $26,347
     DFGX496,971+22,986$26,347
DIMENSIONAL ETF TRUST (DFIC) 950,361 +54,672 $25,422
     DFIC950,361+54,672$25,422
INVESCO EXCH TRD SLF IDX FD 415,995 -2,634 $22,975
     OMFL415,995-2,634$22,975
DIMENSIONAL ETF TRUST (DFSV) 728,659 +23,339 $21,933
     DFSV728,659+23,339$21,933
ISHARES TR (XT) 364,351 +8,781 $21,723
     XT364,351+8,781$21,723
DIMENSIONAL ETF TRUST (DFAU) 553,025 +36,140 $20,208
     DFAU553,025+36,140$20,208
FIRST TR EXCHNG TRADED FD VI (FIXD) 382,838 +19,689 $16,692
     FIXD382,838+19,689$16,692
DIMENSIONAL ETF TRUST (DFUS) 185,758 -79 $10,585
     DFUS185,758-79$10,585
VANGUARD SCOTTSDALE FDS (VGLT) 160,030 +14,106 $9,480
     VGLT160,030+14,106$9,480
DIMENSIONAL ETF TRUST (DFAS) 123,078 -506 $7,673
     DFAS123,078-506$7,673
DIMENSIONAL ETF TRUST (DFCF) 117,210 +11,176 $4,917
     DFCF117,210+11,176$4,917
FIRST TR EXCHANGE TRADED FD (LMBS) 94,107 +1,565 $4,541
     LMBS94,107+1,565$4,541
DIMENSIONAL ETF TRUST (DFAC) 133,097 -652 $4,252
     DFAC133,097-652$4,252
DIMENSIONAL ETF TRUST (DFAX) 74,903 -1,229 $1,906
     DFAX74,903-1,229$1,906
VANGUARD INTL EQUITY INDEX F (VSS) 13,876 -560 $1,621
     VSS13,876-560$1,621
DIMENSIONAL ETF TRUST (DEHP) 59,363 -1,042 $1,473
     DEHP59,363-1,042$1,473
ISHARES TR (IWD) 4,197 UNCH $752
     IWD4,197UNCH$752
AMERICAN CENTY ETF TR (AVDE) 9,004 -115 $574
     AVDE9,004-115$574
VANGUARD TAX MANAGED FDS (VEA) 10,897 +326 $547
     VEA10,897+326$547
ISHARES TR (AGG) 5,436 +616 $532
     AGG5,436+616$532
SPDR S&P 500 ETF TR (SPY) 963 +9 $504
     SPY963+9$504
ISHARES TR (IWF) 1,432 UNCH $483
     IWF1,432UNCH$483
ISHARES TR (EFA) 6,014 +21 $480
     EFA6,014+21$480
AMERICAN CENTY ETF TR (AVUS) 5,065 UNCH $453
     AVUS5,065UNCH$453
VANGUARD INDEX FDS (VB) 1,963 +779 $449
     VB1,963+779$449
APPLE INC 2,494 +4 $428
     AAPL2,494+4$428
SCHWAB STRATEGIC TR 4,572 UNCH $424
     SCHG4,572UNCH$424
ISHARES TR (IJJ) 3,184 UNCH $377
     IJJ3,184UNCH$377
MICROSOFT CORP 864 UNCH $364
     MSFT864UNCH$364
ALPHABET INC 2,326 +3 $351
     GOOGL2,326+3$351
VANGUARD SCOTTSDALE FDS (BNDW) 4,898 -1,097 $336
     BNDW4,898-1,097$336
CAPITAL GRP FIXED INCM ETF T (CGCP) 13,421 UNCH $301
     CGCP13,421UNCH$301
LINDE PLC 625 +1 $290
     LIN625+1$290
ALPHABET INC 1,862 +3 $284
     GOOG1,862+3$284
ISHARES TR (IJH) 4,672 +3,716 $284
     IJH4,672+3,716$284
SCHWAB STRATEGIC TR 5,559 UNCH $274
     SCHA5,559UNCH$274
SPDR INDEX SHS FDS (CWI) 9,001 -1,412 $256
     CWI9,001-1,412$256
DIMENSIONAL ETF TRUST (DFAW) 4,192 +4,192 $248
     DFAW4,192+4,192$248
PROCTER AND GAMBLE CO 1,478 +3 $240
     PG1,478+3$240
AMAZON COM INC 1,312 +1,312 $237
     AMZN1,312+1,312$237
LOWES COS INC 865 -216 $220
     LOW865-216$220
VANGUARD SPECIALIZED FUNDS (VIG) 1,159 +1,159 $212
     VIG1,159+1,159$212
BANK AMERICA CORP 5,364 +5,364 $203
     BAC5,364+5,364$203
DIMENSIONAL ETF TRUST (DFNM) 4,200 +0 $202
     DFNM4,200UNCH$202

See Summary: Alpha Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Alpha Financial Advisors LLC

All Stocks Held By Alpha Financial Advisors LLC | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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