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

Fortress Wealth Management, Inc.

$177 Million
Q4 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 11,270 shares of DFUV stock, worth $480,214. This represents 0.26% of its overall portfolio holdings.

Number of Shares

11,270

Previous 11,253 0.15%

Holding current value

$480,214

Previous $469,000 1.71%

% of portfolio

0.26%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

675

Shares Held

274M

Call Options Held

300

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