My Personal Cfo, LLC Dimensional ETF Tr Transaction History

My Personal Cfo, LLC

$163 Million
Q1 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 116,267 shares of DFAU stock, worth $4.42 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

116,267

Previous 116,815 0.47%

Holding current value

$4.42 Million

Previous $3.88 Million 9.37%

% of portfolio

2.61%

Previous 2.71%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$32.59 - $36.54 $17,859 - $20,023	-548 Reduced 0.47%	116,267 $4.25 Million
Q4 2023 Jan 22, 2024	BUY	$28.58 - $33.37 $423,784 - $494,810	14,828 Added 14.54%	116,815 $3.88 Million
Q3 2023 Nov 06, 2023	BUY	$29.79 - $32.13 $86,986 - $93,819	2,920 Added 2.95%	101,987 $3.05 Million
Q2 2023 Jul 12, 2023	BUY	$28.25 - $30.99 $318,462 - $349,350	11,273 Added 12.84%	99,067 $3.07 Million
Q1 2023 Apr 21, 2023	BUY	$26.87 - $29.65 $2.13 Million - $2.35 Million	79,121 Added 912.27%	87,794 $2.53 Million

Q4 2022 Jan 11, 2023	SELL	$26.42 - $28.83 $357,541 - $390,156	-13,533 Reduced 60.94%	8,673 $0
Q3 2022 Oct 20, 2022	BUY	$25.77 - $30.14 $927 - $1,085	36 Added 0.16%	22,206 $1.51 Million
Q3 2022 Oct 18, 2022	SELL	$25.77 - $30.14 $597,245 - $698,524	-23,176 Reduced 51.11%	22,170 $558,000
Q2 2022 Aug 03, 2022	BUY	$25.69 - $31.79 $1.16 Million - $1.44 Million	45,346 New	45,346 $1.2 Million
Q2 2022 Jul 08, 2022	SELL	$25.69 - $31.79 $966,483 - $1.2 Million	-37,621 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$29.18 - $33.24 $438,604 - $499,630	-15,031 Reduced 28.55%	37,621 $1.19 Million
Q4 2021 Apr 29, 2022	BUY	$30.17 - $33.15 $1.59 Million - $1.75 Million	52,652 New	52,652 $1.74 Million

Others Institutions Holding DFAU

# of Institutions

383

Shares Held

95.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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My Personal Cfo, LLC Dimensional ETF Tr Transaction History