My Personal Cfo, LLC Dimensional ETF Tr Transaction History

My Personal Cfo, LLC

$172 Million
Q3 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 100,285 shares of DFAU stock, worth $4.15 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

100,285

Previous 119,625 16.17%

Holding current value

$4.15 Million

Previous $4.48 Million 11.24%

% of portfolio

2.32%

Previous 2.56%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$35.8 - $39.69 $692,372 - $767,604	-19,340 Reduced 16.17%	100,285 $3.98 Million
Q2 2024 Jul 25, 2024	BUY	$34.53 - $37.67 $115,951 - $126,495	3,358 Added 2.89%	119,625 $4.48 Million
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	$25.24 - $28.83 $341,572 - $390,156	-13,533 Reduced 60.94%	8,673 $0
Q3 2022 Oct 20, 2022	BUY	$25.15 - $30.14 $905 - $1,085	36 Added 0.16%	22,206 $1.51 Million
Q3 2022 Oct 18, 2022	SELL	$25.15 - $30.14 $582,876 - $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

413

Shares Held

108M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Personal Cfo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Personal Cfo, LLC with notifications on news.

Account

My Personal Cfo, LLC Dimensional ETF Tr Transaction History