Note Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Note Advisors, LLC
- $145 Billion
- Q2 2025
A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Note Advisors, LLC holds 274,299 shares of DFCF stock, worth $11.8 Million. This represents 8.02% of its overall portfolio holdings.
Number of Shares
274,299
Previous 189,915
44.43%
Holding current value
$11.8 Million
Previous $7.99 Billion
45.12%
% of portfolio
8.02%
Previous 6.6%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
118MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio