Fortress Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Fortress Wealth Management, Inc.
- $180 Million
- Q3 2024
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 21,145 shares of DFAC stock, worth $736,268. This represents 0.4% of its overall portfolio holdings.
Number of Shares
21,145
Previous 21,064
0.38%
Holding current value
$736,268
Previous $679,000
6.77%
% of portfolio
0.4%
Previous 0.39%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio