My Personal Cfo, LLC Dimensional ETF Tr Transaction History

My Personal Cfo, LLC

$253 Million
Q3 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 33,627 shares of DFAX stock, worth $1.06 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

33,627

Holding current value

$1.06 Million

% of portfolio

0.42%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$29.25 - $31.56 $983,589 - $1.06 Million	33,627 New	33,627 $1.06 Million

Others Institutions Holding DFAX

# of Institutions

658

Shares Held

255M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$353 Million
3.18% of portfolio
Lpl Financial LLC Fort Mill, SC

8.02M
Shares

$252 Million
0.08% of portfolio
Envestnet Asset Management Inc

7.62M
Shares

$240 Million
0.07% of portfolio
Geometric Wealth Advisors

7M
Shares

$220 Million
33.48% of portfolio
Allworth Financial LP

6.28M
Shares

$198 Million
0.92% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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My Personal Cfo, LLC Dimensional ETF Tr Transaction History