My Personal CFO, LLC DFAU Holdings History
My Personal CFO, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, My Personal CFO, LLC held 134,207.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $5.16 Mil. This investment constitutes 2.6% of their stock portfolio, and My Personal CFO, LLC now holds 0.07% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2021Q4. And since then My Personal CFO, LLC has made 7 purchases of DFAU, at an average price of $31.81, for a total of 208,272.00 shares. In addition, there have been 6 sales at an average price of $31.53 for 74,065.00 shares. Based on historical transaction data and DFAU's current price of $43.11, My Personal CFO, LLC's estimated gain on his DFAU holdings is $1.50 Mil, reflecting a 22.59% gain to date.
My Personal CFO, LLC DFAU ($43.11) Holding Chart
My Personal CFO, LLC DFAU ($43.11) 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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