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 493,809 shares of DFAU stock, worth $20.9 Million. This represents 17.71% of its overall portfolio holdings.

Number of Shares

493,809

Holding current value

$20.9 Million

% of portfolio

17.71%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$39.27 - $42.38 $19.4 Million - $20.9 Million	493,809 New	493,809 $20 Billion

Others Institutions Holding DFAU

# of Institutions

478

Shares Held

2.18B

Call Options Held

Put Options Held

400

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$83.8 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.29 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$209 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$176 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$154 Million
1.81% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Note Advisors, LLC Dimensional ETF Tr Transaction History