Note Advisors, LLC DFAE Holdings History
Note Advisors, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Note Advisors, LLC held 114,663.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $2.97 Mil. This investment constitutes 2.45% of their stock portfolio, and Note Advisors, LLC now holds 0.06% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2024Q4. And since then Note Advisors, LLC has made 1 purchases of DFAE, at an average price of $26.27, for a total of 114,663.00 shares. Based on historical transaction data and DFAE's current price of $29.12, Note Advisors, LLC's estimated gain on his DFAE holdings is $326,544.84, reflecting a 10.84% gain to date.
Note Advisors, LLC DFAE ($29.12) Holding Chart
Note Advisors, LLC DFAE ($29.12) 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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