My Personal Cfo, LLC Dimensional ETF Tr Transaction History

My Personal Cfo, LLC

$184 Million
Q4 2024

A detailed history of My Personal Cfo, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, My Personal Cfo, LLC holds 54,930 shares of DFAI stock, worth $1.67 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

54,930

Previous 25,350 116.69%

Holding current value

$1.67 Million

Previous $805,000 99.13%

% of portfolio

0.87%

Previous 0.47%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$29.0 - $31.6 $857,820 - $934,728	29,580 Added 116.69%	54,930 $1.6 Million
Q3 2024 Oct 21, 2024	SELL	$28.69 - $32.06 $139,203 - $155,555	-4,852 Reduced 16.07%	25,350 $805,000
Q2 2024 Jul 25, 2024	SELL	$28.93 - $30.91 $332,608 - $355,372	-11,497 Reduced 27.57%	30,202 $896,000
Q1 2024 Apr 24, 2024	BUY	$27.74 - $30.27 $832 - $908	30 Added 0.07%	41,699 $1.26 Million
Q4 2023 Jan 22, 2024	SELL	$24.88 - $28.69 $146,667 - $169,127	-5,895 Reduced 12.39%	41,669 $1.19 Million
Q3 2023 Nov 06, 2023	SELL	$26.0 - $28.17 $70,590 - $76,481	-2,715 Reduced 5.4%	47,564 $1.24 Million
Q2 2023 Jul 12, 2023	BUY	$26.46 - $28.05 $5,292 - $5,610	200 Added 0.4%	50,279 $1.37 Million
Q1 2023 Apr 21, 2023	BUY	$25.21 - $27.45 $809,241 - $881,145	32,100 Added 178.54%	50,079 $1.35 Million
Q4 2022 Jan 11, 2023	SELL	$21.47 - $25.85 $14,943 - $17,991	-696 Reduced 3.73%	17,979 $0
Q3 2022 Oct 20, 2022	BUY	$21.44 - $25.78 $578 - $696	27 Added 0.14%	18,675 $998,000
Q3 2022 Oct 18, 2022	BUY	$21.44 - $25.78 $399,813 - $480,745	18,648 New	18,648 $402,000

Others Institutions Holding DFAI

# of Institutions

553

Shares Held

187M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Personal Cfo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Personal Cfo, LLC with notifications on news.

Account

My Personal Cfo, LLC Dimensional ETF Tr Transaction History