Note Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 2025
A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Note Advisors, LLC holds 10,609 shares of DFIP stock, worth $439,000. This represents 0.37% of its overall portfolio holdings.
Number of Shares
10,609
Previous 10,619
0.09%
Holding current value
$439,000
Previous $430 Million
3.9%
% of portfolio
0.37%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$148 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.4 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.7 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$29.8 Million4.7% of portfolio