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 136,680 shares of DFAU stock, worth $5.75 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
136,680
Previous 100,285
36.29%
Holding current value
$5.75 Million
Previous $3.98 Million
39.05%
% of portfolio
3.01%
Previous 2.32%
Shares
15 transactions
Others Institutions Holding DFAU
# of Institutions
418Shares Held
109MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio