Note Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Note Advisors, LLC
- $168 Billion
- Q3 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 10,305 shares of DFIP stock, worth $434,046. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,305
Previous 10,250
0.54%
Holding current value
$434,046
Previous $429 Million
1.55%
% of portfolio
0.26%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
156Shares Held
17.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.03% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.07MShares$44.9 Million11.49% of portfolio
-
Hemington Wealth Management913KShares$38.4 Million5.01% of portfolio
-
Planning Center, Inc.898KShares$37.8 Million5.58% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO800KShares$33.7 Million4.12% of portfolio