Note Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Note Advisors, LLC

  • $145 Billion
  • Q2 2025
Number of Shares
23,129
Previous 5,926 290.3%
Holding current value
$1.55 Billion
Previous $363 Million 325.43%
% of portfolio
1.07%
Previous 0.3%

Shares

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

Aug 14, 2025
BUY
N/A
17,203 Added 290.3%
23,129 $1.55 Billion
Q1 2025

May 14, 2025
BUY
N/A
783 Added 15.22%
5,926 $363 Million
Q4 2024

Feb 14, 2025
BUY
N/A
5,143 New
5,143 $330 Million
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