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Dimensional Etf Trust shares owned by Momentous Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSB) 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 $8.5M 160k 53.27
2025-06-30 $8.3M 158k 52.43
2025-03-31 $7.5M 146k 51.50

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

Abacus Wealth Partners
Maseco
Mercer Global Advisors
Quantum Financial Advisors
Blue Oak Capital
Miracle Mile Advisors
Sei Investments
Seeds Investor
Momentous Wealth Management
Parkshore Wealth Management
Planning Center
Citrine Capital
CI Private Wealth
Jane Street
Apella Capital

View all funds holding Dimensional Etf Trust