Note Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Note Advisors, LLC
- $145 Billion
- Q2 2025
A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Note Advisors, LLC holds 78,045 shares of DFAR stock, worth $1.86 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
78,045
Previous 62,816
24.24%
Holding current value
$1.86 Million
Previous $1.49 Billion
22.62%
% of portfolio
1.27%
Previous 1.23%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
276Shares Held
44.4MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio