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 492,503 shares of DUHP stock, worth $17.1 Million. This represents 9.96% of its overall portfolio holdings.

Number of Shares

492,503

Previous 629,186 21.72%

Holding current value

$17.1 Million

Previous $21.3 Million 23.23%

% of portfolio

9.96%

Previous 12.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$32.57 - $35.82 $4.45 Million - $4.9 Million	-136,683 Reduced 21.72%	492,503 $16.3 Million
Q4 2024 Jan 22, 2025	BUY	$33.62 - $35.69 $1.83 Million - $1.94 Million	54,367 Added 9.46%	629,186 $21.3 Million
Q3 2024 Oct 18, 2024	BUY	$30.74 - $34.07 $3.2 Million - $3.55 Million	104,254 Added 22.16%	574,819 $19.6 Million
Q2 2024 Jul 16, 2024	SELL	$29.72 - $32.4 $56,884 - $62,013	-1,914 Reduced 0.41%	470,565 $15.1 Million
Q1 2024 Apr 19, 2024	BUY	$28.16 - $31.61 $321,981 - $361,428	11,434 Added 2.48%	472,479 $14.9 Million
Q4 2023 Feb 12, 2024	BUY	$24.79 - $28.64 $8.11 Million - $9.38 Million	327,342 Added 244.83%	461,045 $13.2 Million
Q3 2023 Nov 14, 2023	BUY	$25.64 - $27.32 $377,036 - $401,740	14,705 Added 12.36%	133,703 $3.43 Million
Q2 2023 Jul 26, 2023	BUY	$24.51 - $26.54 $2.92 Million - $3.16 Million	118,998 New	118,998 $3.16 Million

Others Institutions Holding DUHP

# of Institutions

418

Shares Held

228M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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