Alpha Advisors, LLC/VA DFEV β€” DIMENSIONAL ETF TRUST

Ownership history in Alpha Advisors, LLC/VA  Β·  3 quarters on record

AI Ownership Summary

Alpha Advisors, LLC/VA reported DIMENSIONAL ETF TRUST (DFEV) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.53% in 2026 Q1. The latest visible filing shows DFEV at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alpha Advisors, LLC/VA's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFEV was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alpha Advisors, LLC/VA held DFEV β€” position size vs. price
% of Fund (quarterly)    DFEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 18,789 +707 +3.9% 0.53% $672K 2026-05-14 $42.02
2025 Q4 ADDED β€” β€” β€” 18,082 +353 +2.0% 0.47% $610K 2026-02-12 $37.73
2025 Q3 INITIATED β€” β€” β€” 17,729 β€” β€” 0.42% $565K 2025-11-12 $33.63

FAQ About Alpha Advisors, LLC/VA and DFEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alpha Advisors, LLC/VA reported owning DFEV?

Alpha Advisors, LLC/VA reported DFEV across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported DFEV position in Alpha Advisors, LLC/VA's portfolio?

The largest reported portfolio weight for DFEV was 0.53% in 2026 Q1.

What is the latest reported DFEV position on this page?

The most recent filing on this page is 2026 Q1, when Alpha Advisors, LLC/VA reported 18,789 shares, equal to 0.53% of portfolio, with an estimated market value of $672K.

What does the chart on this DFEV ownership page compare?

The chart compares Alpha Advisors, LLC/VA's quarterly DFEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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