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My Personal CFO LLC’s Dimensional US Small Cap ETF DFAS Stock Holding History

My Personal CFO LLC’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,709
Closed -$283K – 94
2024
Q2 		$283K Hold
4,709
– – 0.15% 88
2024
Q1 		$294K Sell
4,709
-270
-5% -$16K 0.17% 82
2023
Q4 		$297K Buy
+4,979
New +$267K 0.19% 79
2023
Q1 		– Sell
-108
Closed -$5.52K – 253
2022
Q4 		$5.52K Buy
+108
New +$5.56K 0.01% 355

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

My Personal CFO LLC's DFAS Position: Q3 2024 in Review

My Personal CFO LLC sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2024, closing a stake of 4,709 shares — an estimated $283K sold.

My Personal CFO LLC first reported a position in DFAS in Q4 2022 and held it in 4 quarters. The position peaked at $297K in Q4 2023. 655 funds tracked by Wall St. Rank hold DFAS as of Q3 2024.

  • My Personal CFO LLC reported no remaining Dimensional US Small Cap ETF position as of Q3 2024 after selling out during the quarter.
  • My Personal CFO LLC sold 4,709 Dimensional US Small Cap ETF shares in Q3 2024, an estimated $283K.
  • My Personal CFO LLC first reported a position in Dimensional US Small Cap ETF in Q4 2022 and held it in 4 quarters.
  • My Personal CFO LLC's Dimensional US Small Cap ETF position peaked at $297K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2024.

Based on My Personal CFO LLC's 13F filing for Q3 2024, filed 21 Oct 2024.