My Personal CFO, LLC DFAI Holdings History

Number of Shares
67,259.00
Current Holdings Value*
$2.10 Mil
% of Portfolio
1.06%
Total Estimate Gain
$463,726.00
% of Total Estimate Gain
17.95%

My Personal CFO, LLC's Dimensional International Core Equity Market ETF Holding Summary

As of 2025-03-31, My Personal CFO, LLC held 67,259.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $2.10 Mil. This investment constitutes 1.06% of their stock portfolio, and My Personal CFO, LLC now holds 0.02% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.

The initial trade took place in 2022Q3. And since then My Personal CFO, LLC has made 6 purchases of DFAI, at an average price of $27.80, for a total of 92,914.00 shares. In addition, there have been 5 sales at an average price of $28.89 for 25,655.00 shares. Based on historical transaction data and DFAI's current price of $34.28, My Personal CFO, LLC's estimated gain on his DFAI holdings is $463,726.00, reflecting a 17.95% gain to date.

My Personal CFO, LLC DFAI ($34.28) Holding Chart

My Personal CFO, LLC DFAI ($34.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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