Note Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Note Advisors, LLC

  • $121 Billion
  • Q1 2025
Number of Shares
5,926
Previous 5,143 15.22%
Holding current value
$363 Million
Previous $330 Million 10.14%
% of portfolio
0.3%
Previous 0.29%

Shares

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

May 14, 2025
BUY
N/A
783 Added 15.22%
5,926 $363 Million
Q4 2024

Feb 14, 2025
BUY
N/A
5,143 New
5,143 $330 Million
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