Note Advisors, LLC Incresed Positions in Q2 2025

Note Advisors, LLC

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
171K
+ 28.29%
$34.04 - $42.36 $5.81M - $7.23M
774K $32.8B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
84.4K
+ 44.43%
$41.1 - $42.37 $3.47M - $3.58M
274K $11.6B
DFAI
Dimensional ETF Tr

ETFs
54.8K
+ 19.43%
$28.02 - $34.71 $1.54M - $1.9M
337K $11.6B
DFAE
Dimensional ETF Tr

ETFs
31.6K
+ 27.57%
$22.87 - $28.95 $723K - $915K
146K $4.23B
Dimensional ETF Trust
17.2K
+ 290.3%
N/A
23.1K $1.55B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
16.9K
+ 89.04%
$46.77 - $47.89 $789K - $808K
35.8K $1.7B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.93K
+ 9.78%
$72.02 - $73.82 $643K - $659K
100K $7.38B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.7K
+ 10.26%
$29.12 - $35.84 $282K - $348K
104K $3.73B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.15K
+ 8.13%
$65.84 - $80.81 $207K - $255K
41.9K $3.36B
DFAR
Dimensional ETF Tr Dimensional

ETFs
15.2K
+ 24.24%
$20.99 - $23.93 $320K - $364K
78K $1.83B
BNDX
Vanguard Total International B

ETFs
5.69K
+ 8.4%
$48.77 - $49.55 $278K - $282K
73.5K $3.64B
VEA
Vanguard Ftse Developed Market

ETFs
647
+ 1.44%
$45.65 - $57.01 $29.5K - $36.9K
45.5K $2.59B
Dimensional ETF Trust
3.55K
+ 17.84%
N/A
23.4K $1.25B
VIG
Vanguard Dividend Appreciation

ETFs
559
+ 7.99%
N/A
7.55K $1.55B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
8.67K
+ 14.89%
$23.54 - $27.53 $204K - $239K
66.9K $1.73B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.86K
+ 25.02%
$22.4 - $23.8 $154K - $163K
34.3K $815M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
9.31K
+ 9.2%
$14.97 - $16.79 $139K - $156K
111K $1.85B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
9.75K
+ 8.11%
$18.11 - $18.97 $177K - $185K
130K $2.45B
LQD
Ishares Iboxx $ Investment Gra

ETFs
901
+ 3.65%
$105.23 - $109.61 $94.8K - $98.8K
25.6K $2.81B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.23K
+ 8.49%
$51.14 - $57.0 $114K - $127K
28.4K $1.62B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.92K
+ 10.6%
$50.09 - $51.09 $96.3K - $98.2K
20.1K $1.02B
NYF
Ishares New York Muni Bond ETF

ETFs
2.72K
+ 5.25%
$51.29 - $53.06 $140K - $145K
54.6K $2.85B
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.16K
+ 9.26%
$16.93 - $17.81 $70.3K - $74K
49K $873M
META
Meta Platforms, Inc.

Communication Services
3
+ 0.72%
$484.66 - $738.09 $1.45K - $2.21K
419 $309M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.24K
+ 9.62%
$24.32 - $27.87 $127K - $146K
59.7K $1.58B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
3.37K
+ 3.61%
$25.57 - $26.34 $86.1K - $88.7K
96.6K $2.52B
GIGB
Goldman Sachs ETF Access Invt
964
+ 6.23%
N/A
16.4K $756M
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.21%
$167.32 - $223.3 $502 - $670
1.41K $309M
DGRO
Ishares Core Dividend Growth E

ETFs
24
+ 0.6%
$55.22 - $63.94 $1.33K - $1.53K
4.02K $257M
EMTL
Spdr Doubleline Emerging Marke

ETFs
82
+ 0.32%
$41.99 - $43.17 $3.44K - $3.54K
25.6K $1.11B
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
1.1K
+ 1.84%
$21.12 - $22.45 $23.2K - $24.7K
61K $1.32B
AAPL
Apple Inc.

Technology
11
+ 0.29%
$172.42 - $223.89 $1.9K - $2.46K
3.79K $777M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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