Momentous Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Momentous Wealth Management, Inc.

  • $155 Billion
  • Q2 2025
Number of Shares
203,671
Previous 191,579 6.31%
Holding current value
$6.32 Billion
Previous $5.86 Billion 7.88%
% of portfolio
4.08%
Previous 4.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
12,092 Added 6.31%
203,671 $6.32 Billion
Q1 2025

May 08, 2025
BUY
N/A
16,674 Added 9.53%
191,579 $5.86 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
174,905 New
174,905 $5.25 Billion
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