Note Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 2025
A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Note Advisors, LLC holds 94,500 shares of DFAC stock, worth $3.48 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
94,500
Previous 92,395
2.28%
Holding current value
$3.48 Million
Previous $3.2 Billion
2.45%
% of portfolio
2.57%
Previous 2.83%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio