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 355,825 shares of DIHP stock, worth $9.9 Million. This represents 5.85% of its overall portfolio holdings.

Number of Shares

355,825

Previous 401,906 11.47%

Holding current value

$9.9 Million

Previous $10.1 Million 5.51%

% of portfolio

5.85%

Previous 5.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$25.1 - $27.85 $1.16 Million - $1.28 Million	-46,081 Reduced 11.47%	355,825 $9.59 Million
Q4 2024 Jan 22, 2025	BUY	$25.15 - $27.57 $1.08 Million - $1.18 Million	42,963 Added 11.97%	401,906 $10.1 Million
Q3 2024 Oct 18, 2024	BUY	$25.23 - $27.94 $3.98 Million - $4.41 Million	157,935 Added 78.57%	358,943 $9.94 Million
Q2 2024 Jul 16, 2024	BUY	$25.66 - $27.34 $127,247 - $135,579	4,959 Added 2.53%	201,008 $5.29 Million
Q1 2024 Apr 19, 2024	BUY	$24.77 - $26.98 $215,598 - $234,833	8,704 Added 4.65%	196,049 $5.28 Million
Q4 2023 Feb 12, 2024	SELL	$22.28 - $25.74 $1.02 Million - $1.17 Million	-45,572 Reduced 19.57%	187,345 $4.81 Million
Q3 2023 Nov 14, 2023	BUY	$23.09 - $25.15 $536,149 - $583,983	23,220 Added 11.07%	232,917 $5.4 Million
Q2 2023 Jul 26, 2023	BUY	$23.55 - $25.01 $4.94 Million - $5.24 Million	209,697 New	209,697 $5.13 Million

Others Institutions Holding DIHP

# of Institutions

254

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

More about DIHP

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