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 472,479 shares of DUHP stock, worth $15.3 Million. This represents 8.76% of its overall portfolio holdings.
Number of Shares
472,479
Previous 461,045
2.48%
Holding current value
$15.3 Million
Previous $13.2 Million
13.23%
% of portfolio
8.76%
Previous 8.24%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$828 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio