Note Advisors, LLC Dimensional ETF Tr Transaction History

Note Advisors, LLC

  • $145 Billion
  • Q2 2025

A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Note Advisors, LLC holds 146,271 shares of DFAE stock, worth $4.71 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
146,271
Previous 114,663 27.57%
Holding current value
$4.71 Million
Previous $2.97 Billion 42.64%
% of portfolio
2.93%
Previous 2.45%

Shares

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

Aug 14, 2025
BUY
$22.87 - $28.95 $722,874 - $915,051
31,608 Added 27.57%
146,271 $4.23 Billion
Q1 2025

May 14, 2025
BUY
$24.64 - $26.86 $988,064 - $1.08 Million
40,100 Added 53.78%
114,663 $2.97 Billion
Q4 2024

Feb 14, 2025
BUY
$25.36 - $28.15 $1.89 Million - $2.1 Million
74,563 New
74,563 $1.89 Billion

Others Institutions Holding DFAE

# of Institutions
627
Shares Held
180M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Note Advisors, LLC Portfolio

Follow Note Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Note Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Note Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email