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 159,831 shares of DFAU stock, worth $6.95 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

159,831

Previous 134,207 19.09%

Holding current value

$6.95 Million

Previous $5.16 Million 31.25%

% of portfolio

3.29%

Previous 2.76%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$34.04 - $42.36 $872,240 - $1.09 Million	25,624 Added 19.09%	159,831 $6.77 Million
Q1 2025 Apr 23, 2025	SELL	$37.84 - $42.29 $93,578 - $104,583	-2,473 Reduced 1.81%	134,207 $5.16 Million
Q4 2024 Jan 24, 2025	BUY	$39.27 - $42.38 $1.43 Million - $1.54 Million	36,395 Added 36.29%	136,680 $5.53 Million
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

522

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
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My Personal Cfo, LLC Dimensional ETF Tr Transaction History