Momentous Wealth Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Momentous Wealth Management, Inc.
- $155 Billion
- Q2 2025
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 400,555 shares of DFCF stock, worth $17.2 Million. This represents 10.94% of its overall portfolio holdings.
Number of Shares
400,555
Previous 369,273
8.47%
Holding current value
$17.2 Million
Previous $15.5 Billion
8.99%
% of portfolio
10.94%
Previous 10.99%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$495 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$158 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio