Note Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Note Advisors, LLC

  • $145 Billion
  • Q2 2025
Number of Shares
23,434
Previous 19,887 17.84%
Holding current value
$1.25 Billion
Previous $1.04 Billion 20.34%
% of portfolio
0.86%
Previous 0.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
3,547 Added 17.84%
23,434 $1.25 Billion
Q1 2025

May 14, 2025
BUY
N/A
2,817 Added 16.5%
19,887 $1.04 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
17,070 New
17,070 $893 Million
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