Note Advisors, LLC DFAU Holdings History
Note Advisors, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Note Advisors, LLC held 603,188.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $23.19 Mil. This investment constitutes 19.15% of their stock portfolio, and Note Advisors, LLC now holds 0.31% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2024Q4. And since then Note Advisors, LLC has made 1 purchases of DFAU, at an average price of $40.82, for a total of 603,188.00 shares. Based on historical transaction data and DFAU's current price of $43.06, Note Advisors, LLC's estimated gain on his DFAU holdings is $1.35 Mil, reflecting a 5.48% gain to date.
Note Advisors, LLC DFAU ($43.06) Holding Chart
Note Advisors, LLC DFAU ($43.06) 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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