Fortress Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Fortress Wealth Management, Inc.
- $175 Million
- Q2 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 364,486 shares of DIHP stock, worth $11.3 Million. This represents 6.14% of its overall portfolio holdings.
Number of Shares
364,486
Previous 355,825
2.43%
Holding current value
$11.3 Million
Previous $9.59 Million
12.13%
% of portfolio
6.14%
Previous 5.85%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
291Shares Held
149MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$797 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$781 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$740 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$200 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$185 Million3.07% of portfolio