Fortress Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 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 629,186 shares of DUHP stock, worth $21.5 Million. This represents 12.03% of its overall portfolio holdings.
Number of Shares
629,186
Previous 574,819
9.46%
Holding current value
$21.5 Million
Previous $19.6 Million
8.56%
% of portfolio
12.03%
Previous 10.87%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
390Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.3 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$236 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$235 Million4.6% of portfolio