Momentous Wealth Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Momentous Wealth Management, Inc.
- $121 Billion
- Q4 2024
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 305,758 shares of DFCF stock, worth $12.6 Million. This represents 10.46% of its overall portfolio holdings.
Number of Shares
305,758Holding current value
$12.6 Million% of portfolio
10.46%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
383Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$142 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio