Note Advisors, LLC DFAR Holdings History
Note Advisors, LLC's Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, Note Advisors, LLC held 62,816.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $1.49 Mil. This investment constitutes 1.23% of their stock portfolio, and Note Advisors, LLC now holds 0.11% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2024Q4. And since then Note Advisors, LLC has made 1 purchases of DFAR, at an average price of $24.50, for a total of 62,816.00 shares. Based on historical transaction data and DFAR's current price of $23.56, Note Advisors, LLC's estimated gain on his DFAR holdings is $-59,287.08, reflecting a -3.85% gain to date.
Note Advisors, LLC DFAR ($23.56) Holding Chart
Note Advisors, LLC DFAR ($23.56) 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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