Note Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Note Advisors, LLC

$113 Billion
Q4 2024

A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Note Advisors, LLC holds 92,395 shares of DFAC stock, worth $3.25 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

92,395

Holding current value

$3.25 Million

% of portfolio

2.83%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$33.92 - $36.6 $3.13 Million - $3.38 Million	92,395 New	92,395 $3.2 Billion

Others Institutions Holding DFAC

# of Institutions

1,053

Shares Held

797M

Call Options Held

40K

Put Options Held

Envestnet Asset Management Inc

57.3M
Shares

$2.02 Billion
0.66% of portfolio
Mercer Global Advisors Inc Denver, CO

46.5M
Shares

$1.64 Billion
3.97% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.32 Billion
25.73% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.31 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

18.2M
Shares

$639 Million
0.26% of portfolio

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Note Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History