Fortress Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Fortress Wealth Management, Inc.

$171 Million
Q1 2024

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 12,356 shares of DFUV stock, worth $481,636. This represents 0.3% of its overall portfolio holdings.

Number of Shares

12,356

Previous 12,273 0.68%

Holding current value

$481,636

Previous $456,000 10.75%

% of portfolio

0.3%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$36.22 - $40.9 $3,006 - $3,394	83 Added 0.68%	12,356 $505,000
Q4 2023 Feb 12, 2024	BUY	$31.85 - $37.39 $445 - $523	14 Added 0.11%	12,273 $456,000
Q3 2023 Nov 14, 2023	BUY	$33.83 - $36.19 $642 - $687	19 Added 0.16%	12,259 $417,000
Q2 2023 Jul 26, 2023	BUY	$32.32 - $34.5 $581 - $621	18 Added 0.15%	12,240 $422,000
Q1 2023 Apr 20, 2023	BUY	$31.9 - $35.83 $542 - $609	17 Added 0.14%	12,222 $409,000

Q4 2022 Jan 17, 2023	BUY	$33.0 - $35.36 $462 - $495	14 Added 0.11%	12,205 $0
Q3 2022 Nov 03, 2022	BUY	$30.15 - $34.78 $367,558 - $424,002	12,191 New	12,191 $361,000

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Fortress Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History