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 773,824 shares of DFAU stock, worth $35.7 Million. This represents 22.67% of its overall portfolio holdings.
Number of Shares
773,824
Previous 603,188
28.29%
Holding current value
$35.7 Million
Previous $23.2 Billion
41.37%
% of portfolio
22.67%
Previous 19.15%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
540Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$323 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$208 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio