Note Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 2025
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 189,915 shares of DFCF stock, worth $8.04 Million. This represents 6.6% of its overall portfolio holdings.
Number of Shares
189,915
Previous 154,151
23.2%
Holding current value
$8.04 Million
Previous $6.36 Billion
25.56%
% of portfolio
6.6%
Previous 5.63%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$487 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$155 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.31% of portfolio