Note Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 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 62,816 shares of DFAR stock, worth $1.48 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
62,816
Previous 49,485
26.94%
Holding current value
$1.48 Million
Previous $1.15 Billion
29.67%
% of portfolio
1.23%
Previous 1.02%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.8 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.8 Million3.75% of portfolio