Note Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History

Note Advisors, LLC

$113 Billion
Q4 2024

A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Note Advisors, LLC holds 154,151 shares of DFCF stock, worth $6.5 Million. This represents 5.63% of its overall portfolio holdings.

Number of Shares

154,151

Holding current value

$6.5 Million

% of portfolio

5.63%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$41.17 - $43.34 $6.35 Million - $6.68 Million	154,151 New	154,151 $6.36 Billion

Others Institutions Holding DFCF

# of Institutions

407

Shares Held

3.56B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

3.44B
Shares

$145 Billion
8.57% of portfolio
Essential Planning, Llc. Portsmouth, NH

11.6M
Shares

$487 Million
3.2% of portfolio
Truepoint, Inc.

11.1M
Shares

$469 Million
12.57% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.97M
Shares

$125 Million
11.32% of portfolio
Wp Wealth LLP Fort Worth, TX

2.77M
Shares

$117 Million
23.4% of portfolio

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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Note Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History