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 $3.99 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
119,576Holding current value
$3.99 Million% of portfolio
1.55%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
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Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
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Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
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High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
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Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio