Note Advisors, LLC Dimensional ETF Tr Inflation P Transaction History

Note Advisors, LLC

$113 Billion
Q4 2024

A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Note Advisors, LLC holds 10,619 shares of DFIP stock, worth $437,184. This represents 0.38% of its overall portfolio holdings.

Number of Shares

10,619

Holding current value

$437,184

% of portfolio

0.38%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$40.31 - $42.43 $428,051 - $450,564	10,619 New	10,619 $430 Million

Others Institutions Holding DFIP

# of Institutions

132

Shares Held

14.4M

Call Options Held

Put Options Held

Matson Money. Inc.

3.52M
Shares

$145 Million
5.1% of portfolio
Heirloom Wealth Management Greenwood Village, CO

1.05M
Shares

$43.3 Million
13.39% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

798K
Shares

$32.9 Million
4.33% of portfolio
Planning Center, Inc.

754K
Shares

$31 Million
5.34% of portfolio
Geometric Wealth Advisors

451K
Shares

$18.6 Million
3.46% of portfolio

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

Track This Portfolio

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.

Account