My Personal Cfo, LLC Dimensional ETF Tr Transaction History

My Personal Cfo, LLC

  • $206 Million
  • Q2 2025

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 121,421 shares of DFAI stock, worth $4.17 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
121,421
Previous 67,259 80.53%
Holding current value
$4.17 Million
Previous $2.1 Million 99.86%
% of portfolio
2.04%
Previous 1.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$28.02 - $34.71 $1.52 Million - $1.88 Million
54,162 Added 80.53%
121,421 $4.2 Million
Q1 2025

Apr 23, 2025
BUY
$28.88 - $32.4 $356,061 - $399,459
12,329 Added 22.44%
67,259 $2.1 Million
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
662
Shares Held
240M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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