Momentous Wealth Management, Inc. DFSB Holdings History
Momentous Wealth Management, Inc.'s Dimensional Global Sustainability Fixed Income ETF Holding Summary
As of 2025-03-31, Momentous Wealth Management, Inc. held 146,053.00 shares of Dimensional Global Sustainability Fixed Income ETF(DFSB), totaling $7.52 Mil. This investment constitutes 5.32% of their stock portfolio, and Momentous Wealth Management, Inc. now holds 1.63% of the outstanding Dimensional Global Sustainability Fixed Income ETF(DFSB) stock.
The initial trade took place in 2024Q4. And since then Momentous Wealth Management, Inc. has made 1 purchases of DFSB, at an average price of $52.05, for a total of 146,053.00 shares. Based on historical transaction data and DFSB's current price of $52.20, Momentous Wealth Management, Inc.'s estimated gain on his DFSB holdings is $22,524.52, reflecting a 0.30% gain to date.
Momentous Wealth Management, Inc. DFSB ($52.20) Holding Chart
Momentous Wealth Management, Inc. DFSB ($52.20) 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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