Note Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Note Advisors, LLC

  • $121 Billion
  • Q1 2025
Number of Shares
19,887
Previous 17,070 16.5%
Holding current value
$1.04 Billion
Previous $893 Million 16.35%
% of portfolio
0.86%
Previous 0.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
2,817 Added 16.5%
19,887 $1.04 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
17,070 New
17,070 $893 Million
Track This Portfolio

Track Note Advisors, LLC Portfolio

Follow Note Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Note Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Note Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email