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
415Shares Held
121MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio