Momentous Wealth Management, Inc. Dimensional ETF Tr Transaction History
Momentous Wealth Management, Inc.
- $155 Billion
- Q2 2025
A detailed history of Momentous Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 5,252 shares of DFAU stock, worth $238,860. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,252
Previous 5,442
3.49%
Holding current value
$238,860
Previous $209 Million
6.36%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$197 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$189 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$173 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$171 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$158 Million1.86% of portfolio