My Personal Cfo, LLC Dimensional ETF Tr Transaction History
My Personal Cfo, LLC
- $187 Million
- Q1 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 67,259 shares of DFAI stock, worth $2.16 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
67,259
Previous 54,930
22.44%
Holding current value
$2.16 Million
Previous $1.6 Million
31.0%
% of portfolio
1.12%
Previous 0.87%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
620Shares Held
232MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$193 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$179 Million17.39% of portfolio