Tortoise Investment Management, LLC Dimensional ETF Tr Transaction History
Tortoise Investment Management, LLC
- $798 Million
- Q1 2024
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 158,655 shares of DFAE stock, worth $4.18 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
158,655
Previous 138,627
14.45%
Holding current value
$4.18 Million
Previous $3.34 Million
17.32%
% of portfolio
0.49%
Previous 0.46%
Shares
15 transactions
Others Institutions Holding DFAE
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$334 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$135 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$114 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$103 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$96.4 Million0.26% of portfolio