Note Advisors, LLC Dimensional ETF Tr Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 2025
A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Note Advisors, LLC holds 603,188 shares of DFAU stock, worth $24.7 Million. This represents 19.15% of its overall portfolio holdings.
Number of Shares
603,188
Previous 493,809
22.15%
Holding current value
$24.7 Million
Previous $20 Billion
15.97%
% of portfolio
19.15%
Previous 17.71%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
503Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio