Momentous Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Momentous Wealth Management, Inc.
- $141 Billion
- Q1 2025
A detailed history of Momentous Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 146,053 shares of DFSB stock, worth $0. This represents 5.32% of its overall portfolio holdings.
Number of Shares
146,053
Previous 137,155
6.49%
Holding current value
$0
Previous $6.99 Billion
7.66%
% of portfolio
5.32%
Previous 5.79%
Shares
2 transactions
Others Institutions Holding DFSB
# of Institutions
97Shares Held
5.61MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.09MShares$016.21% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA456KShares$00.0% of portfolio
-
Passive Capital Management, Llc. Baltimore, MD376KShares$03.98% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA318KShares$09.04% of portfolio
-
Seeds Investor LLC New York, NY197KShares$02.84% of portfolio