Fortress Wealth Management, Inc. DFLV Holdings History
Fortress Wealth Management, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-06-30, Fortress Wealth Management, Inc. held 26,090.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $809,320.00. This investment constitutes 0.39% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0.02% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2025Q1. And since then Fortress Wealth Management, Inc. has made 2 purchases of DFLV, at an average price of $29.98, for a total of 26,090.00 shares. Based on historical transaction data and DFLV's current price of $31.26, Fortress Wealth Management, Inc.'s estimated gain on his DFLV holdings is $33,282.92, reflecting a 4.25% gain to date.
Fortress Wealth Management, Inc. DFLV ($31.26) Holding Chart
Fortress Wealth Management, Inc. DFLV ($31.26) 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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