Note Advisors, LLC Dimensional ETF Tr Transaction History

Note Advisors, LLC

$113 Billion
Q4 2024

A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Note Advisors, LLC holds 242,966 shares of DFAI stock, worth $7.6 Million. This represents 6.28% of its overall portfolio holdings.

Number of Shares

242,966

Holding current value

$7.6 Million

% of portfolio

6.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$29.0 - $31.6 $7.05 Million - $7.68 Million	242,966 New	242,966 $7.09 Billion

Others Institutions Holding DFAI

# of Institutions

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.01 Billion
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$208 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$187 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$187 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$174 Million
17.39% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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