Note Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Note Advisors, LLC
- $145 Billion
- Q2 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 104,196 shares of DFAC stock, worth $4.02 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
104,196
Previous 94,500
10.26%
Holding current value
$4.02 Million
Previous $3.12 Billion
19.79%
% of portfolio
2.58%
Previous 2.57%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,162Shares Held
800MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$673 Million0.22% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO15.6MShares$601 Million7.94% of portfolio