Momentous Wealth Management, Inc. Dimensional ETF Tr Transaction History
Momentous Wealth Management, Inc.
- $141 Billion
- Q1 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 723,859 shares of DFAX stock, worth $21.6 Million. This represents 13.42% of its overall portfolio holdings.
Number of Shares
723,859
Previous 612,299
18.22%
Holding current value
$21.6 Million
Previous $15.2 Billion
24.59%
% of portfolio
13.42%
Previous 12.62%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
637Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$336 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$234 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$228 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$209 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$188 Million0.92% of portfolio