Momentous Wealth Management, Inc. ETF holdings
Vancouver, WA
Reported $172.6M in 13 ETFs in its Form 13F for June 30, 2026.
ETF value
$172.6M
ETFs held
13
Change from prior quarter
+12.2%
With price moves
ETFs as a share of its 13F
88.5%
of $195.1M
Top 10 of 13 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $50.4M | 1,136,713 | +49,021 shares |
| VCRB | Vanguard Core Bond ETF | $31.1M | 402,952 | +22,877 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $27.6M | 748,420 | +20,133 shares |
| DFCF | Dimensional Core Fixed Income ETF | $20.6M | 488,859 | +34,491 shares |
| SCHF | Schwab International Equity ETF | $17.8M | 641,177 | +16,831 shares |
| DFSB | Dimensional Global Sustainability Fixed Income ETF | $9.9M | 189,457 | +5,312 shares |
| DFSU | Dimensional US Sustainability Core 1 ETF | $9.1M | 194,319 | +256 shares |
| DFSI | Dimensional International Sustainability Core 1 ETF | $3.4M | 74,975 | +291 shares |
| DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | $977K | 19,979 | −227 shares |
| DFAI | Dimensional International Core Equity Market ETF | $723K | 17,530 | +8,097 shares |
3 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002055574. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Momentous Wealth Management, Inc. own?
Momentous Wealth Management, Inc. reported 13 ETF positions worth $172.6M in its Form 13F for June 30, 2026. The largest was DFAC, at $50.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.