Fortress Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Fortress Wealth Management, Inc.
- $175 Million
- Q2 2025
A detailed history of Fortress Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 34,729 shares of DFAC stock, worth $1.27 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
34,729
Previous 34,731
0.01%
Holding current value
$1.27 Million
Previous $1.15 Million
8.65%
% of portfolio
0.71%
Previous 0.7%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio