Alpha Financial Advisors, LLC Top Holdings and 13F Report (2025) About Alpha Financial Advisors, LLCInvestment ActivityAlpha Financial Advisors, LLC has $220.91 million in total holdings as of December 31, 2024.Alpha Financial Advisors, LLC owns shares of 49 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 18.42% of the portfolio was purchased this quarter.About 14.78% of the portfolio was sold this quarter.This quarter, Alpha Financial Advisors, LLC has purchased 42 new stocks and bought additional shares in 22 stocks.Alpha Financial Advisors, LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional International Core Equity 2 ETF $29,083,057DIMENSIONAL ETF TRUST $27,980,501Dimensional US Core Equity Market ETF $24,124,114Dimensional US Small Cap Value ETF $22,705,219Capital Group Growth ETF $20,431,117 Largest New Holdings this Quarter Capital Group Growth ETF $20,431,117 HoldingT. Rowe Price U.S. Equity Research ETF $1,203,928 HoldingDIMENSIONAL ETF TRUST $363,976 HoldingiShares Core S&P 500 ETF $329,775 HoldingSchwab US Dividend Equity ETF $289,975 Holding Largest Purchases this Quarter Capital Group Growth ETF 549,667 shares (about $20.43M)Dimensional Core Fixed Income ETF 185,061 shares (about $7.64M)Dimensional International Core Equity 2 ETF 158,950 shares (about $4.11M)Dimensional US Core Equity Market ETF 54,888 shares (about $2.22M)DIMENSIONAL ETF TRUST 37,416 shares (about $1.96M) Largest Sales this Quarter iShares Exponential Technologies ETF 332,017 shares (about $19.81M)Invesco Russell 1000 Dynamic Multifactor ETF 50,892 shares (about $2.76M)Dimensional U.S. Small Cap ETF 4,646 shares (about $302.36K)Vanguard FTSE All-World ex-US Small-Cap ETF 755 shares (about $86.43K)Dimensional U.S. Core Equity 2 ETF 2,202 shares (about $76.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpha Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFICDimensional International Core Equity 2 ETF$29,083,057$4,108,061 ▲16.4%1,125,28813.2%ETFDIMENSIONAL ETF TRUST$27,980,501$1,957,607 ▲7.5%534,79512.7%GLOBAL EX US CORDFAUDimensional US Core Equity Market ETF$24,124,114$2,222,416 ▲10.1%595,80410.9%ETFDFSVDimensional US Small Cap Value ETF$22,705,219$327,222 ▲1.5%737,66110.3%ETFCGGRCapital Group Growth ETF$20,431,117$20,431,117 ▲New Holding549,6679.2%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$19,420,162$2,759,876 ▼-12.4%358,1078.8%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$16,398,628$60,029 ▲0.4%381,6307.4%ManufacturingDFCFDimensional Core Fixed Income ETF$12,938,876$7,637,460 ▲144.1%313,5185.9%ETFDFUSDimensional U.S. Equity ETF$11,617,053$11,858 ▼-0.1%182,2285.3%ETFDFASDimensional U.S. Small Cap ETF$7,488,785$302,363 ▼-3.9%115,0703.4%ETFLMBSFirst Trust Low Duration Opportunities ETF$4,596,560$92,133 ▲2.0%94,4432.1%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$4,314,550$76,167 ▼-1.7%124,7342.0%ETFXTiShares Exponential Technologies ETF$2,098,660$19,808,136 ▼-90.4%35,1771.0%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$1,713,767$8,726 ▼-0.5%68,9370.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,521,210$86,432 ▼-5.4%13,2880.7%ETFDEHPDimensional Emerging Markets High Profitability ETF$1,457,627$16,427 ▼-1.1%58,9180.7%ETFTSPAT. Rowe Price U.S. Equity Research ETF$1,203,928$1,203,928 ▲New Holding32,5650.5%ManufacturingIWDiShares Russell 1000 Value ETF$744,289$32,771 ▼-4.2%4,0200.3%ETFAAPLApple$660,592$25,793 ▲4.1%2,6380.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$578,990$35,175 ▲6.5%5,9750.3%FinanceSPYSPDR S&P 500 ETF Trust$575,808$8,209 ▲1.4%9820.3%FinanceIWFiShares Russell 1000 Growth ETF$546,902$4,819 ▼-0.9%1,3620.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$509,618$382,200 ▲300.0%18,2860.2%ETFAVUSAvantis U.S. Equity ETF$477,7540.0%4,9290.2%ETFEFAiShares MSCI EAFE ETF$472,154$8,997 ▲1.9%6,2450.2%FinanceGOOGLAlphabet$441,822$1,893 ▲0.4%2,3340.2%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$397,8730.0%3,1840.2%ETFCGCPCapital Group Core Plus Income ETF$374,936$71,329 ▼-16.0%16,8890.2%ETFAVDEAvantis International Equity ETF$372,2140.0%6,0650.2%ETFMSFTMicrosoft$367,970$3,794 ▲1.0%8730.2%Computer and TechnologyDIMENSIONAL ETF TRUST$363,976$363,976 ▲New Holding6,8900.2%GLOBAL CORE PLUSBNDWVanguard Total World Bond ETF$352,521$29,593 ▲9.2%5,1700.2%ETFGOOGAlphabet$350,257$4,381 ▼-1.2%1,8390.2%Computer and TechnologyDIMENSIONAL ETF TRUST$333,001$41,040 ▲14.1%5,3310.2%WORLD EQUITY ETFIVViShares Core S&P 500 ETF$329,775$329,775 ▲New Holding5600.1%ETFVEAVanguard FTSE Developed Markets ETF$310,427$20,896 ▼-6.3%6,4920.1%ETFSCHDSchwab US Dividend Equity ETF$289,975$289,975 ▲New Holding10,6140.1%ETFSCHASchwab US Small-Cap ETF$283,792$141,896 ▲100.0%10,9740.1%ETFNVDANVIDIA$280,666$13,295 ▲5.0%2,0900.1%Computer and TechnologyPGProcter & Gamble$267,066$19,783 ▲8.0%1,5930.1%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$266,239$266,239 ▲New Holding4,2730.1%ETFLINDE PLC$262,087$419 ▲0.2%6260.1%SHSAMZNAmazon.com$258,003$3,071 ▲1.2%1,1760.1%Retail/WholesaleDFNMDimensional National Municipal Bond ETF$257,958$57,324 ▲28.6%5,4000.1%ETFBACBank of America$235,045$703 ▼-0.3%5,3480.1%FinanceVIGVanguard Dividend Appreciation ETF$226,9670.0%1,1590.1%ETFLOWLowe's Companies$220,771$220,771 ▲New Holding8950.1%Retail/WholesaleVBVanguard Small-Cap ETF$203,087$203,087 ▲New Holding8450.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$202,834$202,834 ▲New Holding1,5770.1%ETFVGLTVanguard Long-Term Treasury Index ETF$0$9,208,354 ▼-100.0%00.0%ETFCWISPDR MSCI ACWI ex-US ETF$0$231,236 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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