Momentous Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Momentous Wealth Management, Inc.
- $158 Billion
- Q3 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 840,885 shares of DFAC stock, worth $32.5 Million. This represents 20.57% of its overall portfolio holdings.
Number of Shares
840,885
Previous 840,212
0.08%
Holding current value
$32.5 Million
Previous $30.1 Billion
7.7%
% of portfolio
20.57%
Previous 19.46%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio