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 $1.73 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

54,930

Previous 25,350 116.69%

Holding current value

$1.73 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

608

Shares Held

230M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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My Personal Cfo, LLC Dimensional ETF Tr Transaction History