Fortress Wealth Management, Inc. DFIV Holdings History
Fortress Wealth Management, Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-06-30, Fortress Wealth Management, Inc. held 341,349.00 shares of Dimensional International Value ETF(DFIV), totaling $14.62 Mil. This investment constitutes 7.05% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0.12% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then Fortress Wealth Management, Inc. has made 13 purchases of DFIV, at an average price of $32.12, for a total of 446,166.00 shares. In addition, there have been 2 sales at an average price of $34.25 for 104,817.00 shares. Based on historical transaction data and DFIV's current price of $42.72, Fortress Wealth Management, Inc.'s estimated gain on his DFIV holdings is $3.84 Mil, reflecting a 26.82% gain to date.
Fortress Wealth Management, Inc. DFIV ($42.72) Holding Chart
Fortress Wealth Management, Inc. DFIV ($42.72) 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 % | |||
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