Fortress Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Fortress Wealth Management, Inc.
- $180 Million
- Q3 2024
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 358,943 shares of DIHP stock, worth $9.21 Million. This represents 5.52% of its overall portfolio holdings.
Number of Shares
358,943
Previous 201,008
78.57%
Holding current value
$9.21 Million
Previous $5.29 Million
87.94%
% of portfolio
5.52%
Previous 3.06%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$576 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$568 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$218 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$155 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$154 Million3.18% of portfolio