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 723,859 shares of DFAX stock, worth $20.7 Million. This represents 13.42% of its overall portfolio holdings.
Number of Shares
723,859
Previous 612,299
18.22%
Holding current value
$20.7 Million
Previous $15.2 Billion
24.59%
% of portfolio
13.42%
Previous 12.62%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio