Note Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Note Advisors, LLC
- $168 Billion
- Q3 2025
A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Note Advisors, LLC holds 86,075 shares of DFAR stock, worth $2.02 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
86,075
Previous 78,045
10.29%
Holding current value
$2.02 Million
Previous $1.83 Billion
12.12%
% of portfolio
1.22%
Previous 1.27%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio