Momentous Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Momentous Wealth Management, Inc.
- $155 Billion
- Q2 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 157,566 shares of DFSB stock, worth $0. This represents 5.34% of its overall portfolio holdings.
Number of Shares
157,566
Previous 146,053
7.88%
Holding current value
$0
Previous $7.52 Billion
9.83%
% of portfolio
5.34%
Previous 5.32%
Shares
3 transactions
Others Institutions Holding DFSB
# of Institutions
99Shares Held
7.1MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.1MShares$016.79% of portfolio
-
Maseco LLP London,1.46MShares$02.9% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA454KShares$00.0% of portfolio
-
Passive Capital Management, Llc. Baltimore, MD376KShares$03.98% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio