Number of Shares
364,486.00
Current Holdings Value*
$10.75 Mil
% of Portfolio
5.18%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
11.28%

Fortress Wealth Management, Inc.'s Dimensional International High Profitability ETF Holding Summary

As of 2025-06-30, Fortress Wealth Management, Inc. held 364,486.00 shares of Dimensional International High Profitability ETF(DIHP), totaling $10.75 Mil. This investment constitutes 5.18% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0.26% of the outstanding Dimensional International High Profitability ETF(DIHP) stock.

The initial trade took place in 2023Q2. And since then Fortress Wealth Management, Inc. has made 7 purchases of DIHP, at an average price of $25.45, for a total of 456,139.00 shares. In addition, there have been 2 sales at an average price of $25.32 for 91,653.00 shares. Based on historical transaction data and DIHP's current price of $29.08, Fortress Wealth Management, Inc.'s estimated gain on his DIHP holdings is $1.31 Mil, reflecting a 11.28% gain to date.

Fortress Wealth Management, Inc. DIHP ($29.08) Holding Chart

Fortress Wealth Management, Inc. DIHP ($29.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1