Note Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Note Advisors, LLC
- $145 Billion
- Q2 2025
A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Note Advisors, LLC holds 10,250 shares of DFIP stock, worth $435,010. This represents 0.3% of its overall portfolio holdings.
Number of Shares
10,250
Previous 10,609
3.38%
Holding current value
$435,010
Previous $447 Million
4.07%
% of portfolio
0.3%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
151Shares Held
16.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.7 Million11.5% of portfolio
-
Hemington Wealth Management913KShares$38.7 Million5.01% of portfolio
-
Planning Center, Inc.869KShares$36.9 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.9 Million4.35% of portfolio