Fortress Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Fortress Wealth Management, Inc.
- $164 Million
- Q1 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 355,825 shares of DIHP stock, worth $10.4 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
355,825
Previous 401,906
11.47%
Holding current value
$10.4 Million
Previous $10.1 Million
5.51%
% of portfolio
5.85%
Previous 5.74%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
265Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$713 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$662 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$614 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$189 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$176 Million3.07% of portfolio