Fortress Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Fortress Wealth Management, Inc.
- $175 Million
- Q2 2025
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 7,552 shares of DFIC stock, worth $237,510. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,552
Previous 7,500
0.69%
Holding current value
$237,510
Previous $208,000
12.5%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
501Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$972 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$905 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$502 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$193 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$163 Million0.2% of portfolio