Note Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Note Advisors, LLC
- $113 Billion
- Q4 2024
A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Note Advisors, LLC holds 154,151 shares of DFCF stock, worth $6.44 Million. This represents 5.63% of its overall portfolio holdings.
Number of Shares
154,151Holding current value
$6.44 Million% of portfolio
5.63%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio