MPCL
DFAI

My Personal CFO LLC’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

My Personal CFO LLC’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13M Buy
332,646
+95,184
+40% +$3.81M 5.68% 4
2025
Q4 		$9.05M Buy
237,462
+219,915
+1,253% +$8.15M 3.78% 5
2025
Q3 		$638K Sell
17,547
-103,874
-86% -$3.67M 0.25% 53
2025
Q2 		$4.2M Buy
121,421
+54,162
+81% +$1.77M 1.91% 11
2025
Q1 		$2.1M Buy
67,259
+12,329
+22% +$381K 1.06% 27
2024
Q4 		$1.6M Buy
54,930
+29,580
+117% +$897K 0.82% 32
2024
Q3 		$806K Sell
25,350
-4,852
-16% -$148K 0.44% 45
2024
Q2 		$896K Sell
30,202
-11,497
-28% -$345K 0.48% 43
2024
Q1 		$1.26M Buy
41,699
+30
+0.1% +$869 0.73% 38
2023
Q4 		$1.19M Sell
41,669
-5,895
-12% -$157K 0.78% 35
2023
Q3 		$1.24M Sell
47,564
-2,715
-5% -$73.8K 1% 30
2023
Q2 		$1.37M Buy
50,279
+200
+0.4% +$5.47K 1.08% 28
2023
Q1 		$1.35M Buy
50,079
+32,100
+179% +$853K 1.15% 26
2022
Q4 		$1.23M Sell
17,979
-696
-4% -$16.7K 1.14% 23
2022
Q3 		$998K Buy
+18,675
New +$450K 1.52% 19

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return