Momentous Wealth Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Momentous Wealth Management, Inc.
- $141 Billion
- Q1 2025
A detailed history of Momentous Wealth Management, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 369,273 shares of DFCF stock, worth $15.5 Million. This represents 10.99% of its overall portfolio holdings.
Number of Shares
369,273
Previous 305,758
20.77%
Holding current value
$15.5 Million
Previous $12.6 Billion
23.08%
% of portfolio
10.99%
Previous 10.46%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$474 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio