Fortress Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Fortress Wealth Management, Inc.
- $164 Million
- Q1 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 7,500 shares of DFIC stock, worth $216,525. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,500Holding current value
$216,525% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
458Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
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Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio