Momentous Wealth Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Momentous Wealth Management, Inc.
- $121 Billion
- Q4 2024
A detailed history of Momentous Wealth Management, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 305,758 shares of DFCF stock, worth $12.8 Million. This represents 10.46% of its overall portfolio holdings.
Number of Shares
305,758Holding current value
$12.8 Million% of portfolio
10.46%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio