Note Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 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 10,609 shares of DFIP stock, worth $446,214. This represents 0.37% of its overall portfolio holdings.
Number of Shares
10,609
Previous 10,619
0.09%
Holding current value
$446,214
Previous $430 Million
3.9%
% of portfolio
0.37%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.4 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.5 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$33.2 Million4.57% of portfolio
-
Hemington Wealth Management766KShares$32.2 Million4.64% of portfolio