My Personal Cfo, LLC Dimensional ETF Tr Dimensional Transaction History
My Personal Cfo, LLC
- $253 Million
- Q3 2025
A detailed history of My Personal Cfo, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, My Personal Cfo, LLC holds 119,576 shares of DFIC stock, worth $3.93 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
119,576Holding current value
$3.93 Million% of portfolio
1.55%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
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Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
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Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio