Top 50 Alpha Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 13.16% | 952.1K | $43.0M | +5.29%(+47.81K) | $34.56(+49.13%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 12.63% | 1.16M | $41.2M | -1.72%(-20.33K) | $24.83(+51.48%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 11.25% | 699.9K | $36.7M | +6.42%(+42.23K) | $52.86(+1.14%) | 2026-03-31 | |
| TSPA | T ROWE PRICE ETF INC | 10.08% | 804.0K | $32.9M | +4.03%(+31.17K) | $36.70(+27.75%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.07% | 546.7K | $23.1M | +10.18%(+50.49K) | $42.11(+0.18%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 5.79% | 234.6K | $18.9M | -1.28%(-3.04K) | $76.06(+21.53%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.54% | 516.3K | $18.1M | -2.56%(-13.57K) | $25.99(+48.77%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.38% | 436.5K | $17.5M | +1.30%(+5.61K) | $36.24(+28.39%) | 2026-03-31 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 5.09% | 380.9K | $16.6M | -0.99%(-3.82K) | $43.86(-0.56%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.54% | 162.7K | $11.5M | -4.41%(-7.51K) | $40.24(+102.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.64% | +28.23% |
| Top 20 Holdings Unweighted | +8.33% | +27.13% |
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