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

Fortress Wealth Management, Inc.

  • $175 Million
  • Q2 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 10,692 shares of DFUV stock, worth $452,699. This represents 0.26% of its overall portfolio holdings.

Number of Shares
10,692
Previous 10,675 0.16%
Holding current value
$452,699
Previous $439,000 2.96%
% of portfolio
0.26%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$36.25 - $42.28 $616 - $718
17 Added 0.16%
10,692 $452,000
Q1 2025

May 02, 2025
SELL
$39.96 - $43.3 $23,776 - $25,763
-595 Reduced 5.28%
10,675 $439,000
Q4 2024

Jan 22, 2025
BUY
$40.38 - $44.35 $686 - $753
17 Added 0.15%
11,270 $461,000
Q3 2024

Oct 18, 2024
SELL
$38.51 - $41.69 $38,625 - $41,815
-1,003 Reduced 8.18%
11,253 $469,000
Q2 2024

Jul 16, 2024
SELL
$38.53 - $40.76 $3,853 - $4,076
-100 Reduced 0.81%
12,256 $481,000
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
$30.23 - $35.36 $423 - $495
14 Added 0.11%
12,205 $0
Q3 2022

Nov 03, 2022
BUY
$29.6 - $34.78 $360,853 - $424,002
12,191 New
12,191 $361,000

Others Institutions Holding DFUV

# of Institutions
736
Shares Held
277M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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