Fortress Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 401,906 shares of DIHP stock, worth $10.9 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
401,906
Previous 358,943
11.97%
Holding current value
$10.9 Million
Previous $9.94 Million
2.03%
% of portfolio
5.74%
Previous 5.52%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
249Shares Held
131MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$651 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$607 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$422 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$176 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio