Fortress Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Fortress Wealth Management, Inc.
- $186 Million
- Q3 2025
A detailed history of Fortress Wealth Management, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 10,710 shares of DFUV stock, worth $482,378. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,710
Previous 10,692
0.17%
Holding current value
$482,378
Previous $452,000
5.75%
% of portfolio
0.26%
Previous 0.26%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio