My Personal CFO, LLC: DFAI position timeline

My Personal CFO, LLC held 386,579 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 386,579 shares

   Change vs previous 13F +53,933 shares

   6.22% of the 13F portfolio, value $15,946,384.

   13F-HR 0001754960-26-000575 filed by My Personal CFO, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 332,646 shares

   Change vs previous 13F +95,184 shares

   5.68% of the 13F portfolio, value $12,959,872.

   13F-HR 0001754960-26-000293 filed by My Personal CFO, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 237,462 shares

   Change vs previous 13F +219,915 shares

   3.78% of the 13F portfolio, value $9,049,661.

   13F-HR 0001754960-26-000077 filed by My Personal CFO, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 17,547 shares

   Change vs previous 13F -103,874 shares

   0.25% of the 13F portfolio, value $637,823.

   13F-HR 0001754960-25-000700 filed by My Personal CFO, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 121,421 shares

   Change vs previous 13F +54,162 shares

   1.91% of the 13F portfolio, value $4,197,527.

   13F-HR 0001754960-25-000441 filed by My Personal CFO, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 67,259 shares

   Change vs previous 13F +12,329 shares

   1.06% of the 13F portfolio, value $2,100,493.

   13F-HR 0001754960-25-000247 filed by My Personal CFO, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 54,930 shares

   Change vs previous 13F +29,580 shares

   0.82% of the 13F portfolio, value $1,603,961.

   13F-HR 0001754960-25-000067 filed by My Personal CFO, LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 25,350 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $805,623.

   13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).