Alpha Advisors, LLC/VA DFAS — DIMENSIONAL ETF TRUST

Ownership history in Alpha Advisors, LLC/VA  ·  2 quarters on record

AI Ownership Summary

Alpha Advisors, LLC/VA reported DIMENSIONAL ETF TRUST (DFAS) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 1.85% in 2026 Q3. The latest visible filing shows DFAS at 1.85% 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 DFAS 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 Q3

DFAS was reported at 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2026 Q3

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

Time in book
Holding Window
2026 Q2 to 2026 Q3

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 DFAS — position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 32,631 +6,343 +24.1% 1.85% $2.5M 2026-10-19 $77.54
2026 Q2 INITIATED — — — 26,288 — — 1.63% $2.2M 2026-08-13 $83.96

FAQ About Alpha Advisors, LLC/VA and DFAS

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 DFAS?

Alpha Advisors, LLC/VA reported DFAS across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

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

The largest reported portfolio weight for DFAS was 1.85% in 2026 Q3.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2026 Q3, when Alpha Advisors, LLC/VA reported 32,631 shares, equal to 1.85% of portfolio, with an estimated market value of $2.5M.

What does the chart on this DFAS ownership page compare?

The chart compares Alpha Advisors, LLC/VA's quarterly DFAS 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.

← Back to Alpha Advisors, LLC/VA Holdings