Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alpha Financial Advisors, LLC (CIK 1972138) reported $326.4M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($43.0M, 13.16%), DFIC ($41.2M, 12.63%), DFGX ($36.7M, 11.25%), TSPA ($32.9M, 10.08%), DFCF ($23.1M, 7.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $43.0M | 13.16% | 952,081 | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $41.2M | 12.63% | 1.2M | Trimmed |
| 3 | DFGX | DIMENSIONAL ETF TRUST | $36.7M | 11.25% | 699,862 | Added |
| 4 | TSPA | T ROWE PRICE ETF INC | $32.9M | 10.08% | 804,003 | Added |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $23.1M | 7.07% | 546,749 | Added |
| 6 | AVEM | AMERICAN CENTY ETF TR | $18.9M | 5.79% | 234,592 | Trimmed |
| 7 | DFSV | DIMENSIONAL ETF TRUST | $18.1M | 5.54% | 516,341 | Trimmed |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | $17.5M | 5.38% | 436,542 | Added |
| 9 | FIXD | FIRST TR EXCHNG TRADED FD VI | $16.6M | 5.09% | 380,905 | Trimmed |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $11.5M | 3.54% | 162,741 | Trimmed |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $9.1M | 2.79% | 38,353 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $9.1M | 2.79% | 15,257 | Added |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $6.4M | 1.97% | 90,316 | Trimmed |
| 14 | NEAR | ISHARES U S ETF TR | $5.9M | 1.80% | 115,525 | Added |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $4.6M | 1.41% | 118,767 | Trimmed |
| 16 | DCOR | DIMENSIONAL ETF TRUST | $4.1M | 1.27% | 57,371 | Hold |
| 17 | AVUV | AMERICAN CENTY ETF TR | $2.9M | 0.90% | 26,479 | Added |
| 18 | DFAX | DIMENSIONAL ETF TRUST | $2.1M | 0.66% | 62,942 | Trimmed |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.43% | 9,595 | Trimmed |
| 20 | CGCP | CAPITAL GRP FIXED INCM ETF T | $1.4M | 0.42% | 61,929 | Trimmed |
| 21 | DEHP | DIMENSIONAL ETF TRUST | $1.3M | 0.41% | 39,918 | Trimmed |
| 22 | AGG | ISHARES TR | $1.2M | 0.38% | 12,336 | Trimmed |
| 23 | DFGP | DIMENSIONAL ETF TRUST | $1.1M | 0.33% | 20,124 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $981,854 | 0.30% | 1,510 | Trimmed |
| 25 | AAPL | APPLE INC | $955,250 | 0.29% | 3,764 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31