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 748,690 shares of DFAX stock, worth $23.5 Million. This represents 14.21% of its overall portfolio holdings.

Number of Shares
748,690
Previous 723,859 3.43%
Holding current value
$23.5 Million
Previous $19 Billion 15.94%
% of portfolio
14.21%
Previous 13.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$23.37 - $29.39 $580,300 - $729,783
24,831 Added 3.43%
748,690 $22 Billion
Q1 2025

May 08, 2025
BUY
$24.45 - $27.2 $2.73 Million - $3.03 Million
111,560 Added 18.22%
723,859 $19 Billion
Q4 2024

Feb 11, 2025
BUY
$24.76 - $27.04 $15.2 Million - $16.6 Million
612,299 New
612,299 $15.2 Billion

Others Institutions Holding DFAX

# of Institutions
658
Shares Held
255M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Momentous Wealth Management, Inc. Portfolio

Follow Momentous Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Momentous Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Momentous Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email