Fortress Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 156,276 shares of DEHP stock, worth $3.92 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
156,276
Previous 128,743
21.39%
Holding current value
$3.92 Million
Previous $3.46 Million
11.77%
% of portfolio
2.19%
Previous 1.92%
Shares
4 transactions
Others Institutions Holding DEHP
# of Institutions
73Shares Held
5.4MCall Options Held
0Put Options Held
0-
Unison Advisors LLC1.23MShares$30.9 Million3.99% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA479KShares$12 Million0.15% of portfolio
-
Quadcap Wealth Management, LLC Frisco, TX243KShares$6.11 Million1.02% of portfolio
-
Wealthspire Advisors, LLC New York, NY240KShares$6.01 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL233KShares$5.83 Million0.17% of portfolio