Momentous Wealth Management, Inc. DFAC Holdings History
Momentous Wealth Management, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Momentous Wealth Management, Inc. held 806,724.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $26.61 Mil. This investment constitutes 18.84% of their stock portfolio, and Momentous Wealth Management, Inc. now holds 0.08% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. And since then Momentous Wealth Management, Inc. has made 1 purchases of DFAC, at an average price of $35.19, for a total of 806,724.00 shares. Based on historical transaction data and DFAC's current price of $36.11, Momentous Wealth Management, Inc.'s estimated gain on his DFAC holdings is $740,059.70, reflecting a 2.61% gain to date.
Momentous Wealth Management, Inc. DFAC ($36.11) Holding Chart
Momentous Wealth Management, Inc. DFAC ($36.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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