Momentous Wealth Management, Inc. Dimensional ETF Tr Transaction History
Momentous Wealth Management, Inc.
- $121 Billion
- Q4 2024
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 612,299 shares of DFAX stock, worth $15.9 Million. This represents 12.62% of its overall portfolio holdings.
Number of Shares
612,299Holding current value
$15.9 Million% of portfolio
12.62%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
542Shares Held
239MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$236 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio