Note Advisors, LLC Incresed Positions in Q1 2025

Note Advisors, LLC

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
109K
+ 22.15%
$37.84 - $42.29 $4.14M - $4.63M
603K $23.2B
DFAI
Dimensional ETF Tr

ETFs
39.2K
+ 16.14%
$28.88 - $32.4 $1.13M - $1.27M
282K $8.81B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
35.8K
+ 23.2%
$40.79 - $42.32 $1.46M - $1.51M
190K $7.99B
DFAE
Dimensional ETF Tr

ETFs
40.1K
+ 53.78%
$24.64 - $26.86 $988K - $1.08M
115K $2.97B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.83K
+ 10.95%
$67.08 - $76.14 $257K - $291K
38.7K $2.85B
DFAR
Dimensional ETF Tr Dimensional

ETFs
13.3K
+ 26.94%
$22.35 - $24.52 $298K - $327K
62.8K $1.49B
BNDX
Vanguard Total International B

ETFs
6.55K
+ 10.69%
$48.33 - $49.5 $316K - $324K
67.8K $3.31B
VNQ
Vanguard Specialized Funds Van

ETFs
2.63K
+ 7.12%
$85.55 - $94.34 $225K - $248K
39.5K $3.58B
VEA
Vanguard Ftse Developed Market

ETFs
2.54K
+ 6.0%
$47.4 - $52.99 $120K - $135K
44.9K $2.28B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
5.95K
+ 11.39%
$25.34 - $26.96 $151K - $160K
58.2K $1.54B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.9K
+ 25.88%
$47.35 - $48.24 $185K - $188K
19K $902M
VIG
Vanguard Dividend Appreciation

ETFs
967
+ 16.04%
N/A
7K $1.36B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.12K
+ 4.77%
$105.1 - $109.61 $118K - $123K
24.7K $2.68B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.8K
+ 11.96%
$56.17 - $59.71 $157K - $167K
26.2K $1.5B
Dimensional ETF Trust
2.82K
+ 16.5%
N/A
19.9K $1.04B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10.3K
+ 9.41%
$19.04 - $20.15 $197K - $208K
120K $2.29B
GIGB
Goldman Sachs ETF Access Invt
1.87K
+ 13.75%
N/A
15.5K $708M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.8K
+ 13.25%
$16.57 - $18.85 $196K - $223K
101K $1.68B
NYF
Ishares New York Muni Bond ETF

ETFs
1.47K
+ 2.91%
$52.33 - $53.92 $76.8K - $79.1K
51.9K $2.73B
Dimensional ETF Trust
783
+ 15.22%
N/A
5.93K $363M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
626
+ 3.58%
$49.42 - $50.43 $30.9K - $31.6K
18.1K $906M
XOM
Exxon Mobil Corp

Energy
27
+ 1.38%
$105.44 - $118.93 $2.85K - $3.21K
1.98K $235M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
560
+ 3.68%
$22.46 - $23.26 $12.6K - $13K
15.8K $365M
XYLD
Global X Fds S&P 500 Covered C

ETFs
46
+ 0.39%
$39.02 - $42.89 $1.79K - $1.97K
12K $472M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.11K
+ 2.28%
$32.42 - $36.13 $68.2K - $76.1K
94.5K $3.12B
AAPL
Apple Inc.

Technology
1
+ 0.03%
$209.68 - $247.1 $210 - $247
3.78K $839M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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