Momentous Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Momentous Wealth Management, Inc.
- $155 Billion
- Q2 2025
A detailed history of Momentous Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 840,212 shares of DFAC stock, worth $32.3 Million. This represents 19.46% of its overall portfolio holdings.
Number of Shares
840,212
Previous 806,724
4.15%
Holding current value
$32.3 Million
Previous $26.6 Billion
13.15%
% of portfolio
19.46%
Previous 18.84%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,140Shares Held
837MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio