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 $10.8 Million. This represents 6.14% of its overall portfolio holdings.
Number of Shares
364,486
Previous 355,825
2.43%
Holding current value
$10.8 Million
Previous $9.59 Million
12.13%
% of portfolio
6.14%
Previous 5.85%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
266Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$720 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$668 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$619 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$191 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$178 Million3.07% of portfolio