Momentous Wealth Management, Inc. DFAX Holdings History
Momentous Wealth Management, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Momentous Wealth Management, Inc. held 723,859.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $18.97 Mil. This investment constitutes 13.42% of their stock portfolio, and Momentous Wealth Management, Inc. now holds 0.25% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2024Q4. And since then Momentous Wealth Management, Inc. has made 1 purchases of DFAX, at an average price of $25.87, for a total of 723,859.00 shares. Based on historical transaction data and DFAX's current price of $29.66, Momentous Wealth Management, Inc.'s estimated gain on his DFAX holdings is $2.75 Mil, reflecting a 14.66% gain to date.
Momentous Wealth Management, Inc. DFAX ($29.66) Holding Chart
Momentous Wealth Management, Inc. DFAX ($29.66) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
