Note Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 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 189,915 shares of DFCF stock, worth $7.9 Million. This represents 6.6% of its overall portfolio holdings.
Number of Shares
189,915
Previous 154,151
23.2%
Holding current value
$7.9 Million
Previous $6.36 Billion
25.56%
% of portfolio
6.6%
Previous 5.63%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
427Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio