Momentous Wealth Management, Inc. Dimensional ETF Tr Transaction History
Momentous Wealth Management, Inc.
- $141 Billion
- Q1 2025
A detailed history of Momentous Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 5,442 shares of DFAU stock, worth $222,577. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,442
Previous 6,136
11.31%
Holding current value
$222,577
Previous $248 Million
15.8%
% of portfolio
0.15%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio