Momentous Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Momentous Wealth Management, Inc.
- $141 Billion
- Q1 2025
A detailed history of Momentous Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 806,724 shares of DFAC stock, worth $29.6 Million. This represents 18.84% of its overall portfolio holdings.
Number of Shares
806,724
Previous 734,630
9.81%
Holding current value
$29.6 Million
Previous $25.4 Billion
4.73%
% of portfolio
18.84%
Previous 21.07%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
830MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio