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 336,987 shares of DFAI stock, worth $12.2 Million. This represents 8.06% of its overall portfolio holdings.
Number of Shares
336,987
Previous 282,170
19.43%
Holding current value
$12.2 Million
Previous $8.81 Billion
32.2%
% of portfolio
8.06%
Previous 7.28%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
700Shares Held
264MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$584 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.95MShares$361 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$274 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$261 Million1.99% of portfolio
-
Sym Financial Corp6.7MShares$243 Million26.25% of portfolio