Momentous Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Momentous Wealth Management, Inc.

  • $141 Billion
  • Q1 2025
Number of Shares
191,579
Previous 174,905 9.53%
Holding current value
$5.86 Billion
Previous $5.25 Billion 11.5%
% of portfolio
4.15%
Previous 4.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
N/A
16,674 Added 9.53%
191,579 $5.86 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
174,905 New
174,905 $5.25 Billion
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