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Dimensional Etf Trust shares owned by Momentous Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Momentous Wealth Management from 13F filings

Historical chart of Momentous Wealth Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Momentous Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Momentous Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 5.1k 45.76
2025-06-30 $223k 5.3k 42.36
2025-03-31 $209k 5.4k 38.44

More positions owned by Momentous Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Global Sustaina (DFSB)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust International (DFSI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Dimensional Etf Trust Emerging Markets (DFSE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Momentous Wealth Management

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
RVW Wealth
Resources Investment Advisors
Hanson McClain Advisors
Aquire Wealth Advisors
Modera Wealth Management
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Kooman & Associates
Blankinship & Foster
Buckingham Strategic Partners
Spinnaker Investment Group
Colony
AE Wealth Management
Wealth Enhancement Advisory Services
Hemington Wealth Management

View all funds holding Dimensional Etf Trust