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 $7.34 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
159,831
Previous 134,207
19.09%
Holding current value
$7.34 Million
Previous $5.16 Million
31.25%
% of portfolio
3.29%
Previous 2.76%
Shares
17 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$199 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$173 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$159 Million1.86% of portfolio