Fortress Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Fortress Wealth Management, Inc.
- $171 Million
- Q1 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 196,049 shares of DIHP stock, worth $5.21 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
196,049
Previous 187,345
4.65%
Holding current value
$5.21 Million
Previous $4.81 Million
9.86%
% of portfolio
3.1%
Previous 3.0%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
184Shares Held
79.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$395 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$389 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$162 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$155 Million12.39% of portfolio
-
Carlson Capital Management3.83MShares$102 Million8.21% of portfolio