Note Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Note Advisors, LLC
- $113 Billion
- Q4 2024
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 154,151 shares of DFCF stock, worth $6.42 Million. This represents 5.63% of its overall portfolio holdings.
Number of Shares
154,151Holding current value
$6.42 Million% of portfolio
5.63%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio