Note Advisors, LLC DFAC Holdings History
Note Advisors, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Note Advisors, LLC held 94,500.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $3.12 Mil. This investment constitutes 2.57% of their stock portfolio, and Note Advisors, LLC now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. And since then Note Advisors, LLC has made 1 purchases of DFAC, at an average price of $35.23, for a total of 94,500.00 shares. Based on historical transaction data and DFAC's current price of $36.61, Note Advisors, LLC's estimated gain on his DFAC holdings is $130,580.65, reflecting a 3.92% gain to date.
Note Advisors, LLC DFAC ($36.61) Holding Chart
Note Advisors, LLC DFAC ($36.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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