Momentous Wealth Management, Inc. DFCF Holdings History
Momentous Wealth Management, Inc.'s Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Momentous Wealth Management, Inc. held 369,273.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $15.53 Mil. This investment constitutes 10.99% of their stock portfolio, and Momentous Wealth Management, Inc. now holds 0.23% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q4. And since then Momentous Wealth Management, Inc. has made 1 purchases of DFCF, at an average price of $42.01, for a total of 369,273.00 shares. Based on historical transaction data and DFCF's current price of $41.80, Momentous Wealth Management, Inc.'s estimated gain on his DFCF holdings is $-77,355.29, reflecting a -0.50% gain to date.
Momentous Wealth Management, Inc. DFCF ($41.80) Holding Chart
Momentous Wealth Management, Inc. DFCF ($41.80) 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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