Note Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Note Advisors, LLC

  • $168 Billion
  • Q3 2025
Number of Shares
23,656
Previous 23,129 2.28%
Holding current value
$1.7 Billion
Previous $1.55 Billion 10.07%
% of portfolio
1.01%
Previous 1.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
527 Added 2.28%
23,656 $1.7 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
17,203 Added 290.3%
23,129 $1.55 Billion
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
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