Fortress Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Fortress Wealth Management, Inc.
- $186 Million
- Q3 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 8,036 shares of DFIC stock, worth $268,241. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,036
Previous 7,552
6.41%
Holding current value
$268,241
Previous $234,000
12.39%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio