Tortoise Investment Management, LLC Dimensional ETF Tr Transaction History

Tortoise Investment Management, LLC

  • $901 Million
  • Q1 2025

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 263,036 shares of DFAI stock, worth $8.95 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
263,036
Previous 243,345 8.09%
Holding current value
$8.95 Million
Previous $7.11 Million 15.61%
% of portfolio
0.91%
Previous 0.79%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$28.88 - $32.4 $568,676 - $637,988
19,691 Added 8.09%
263,036 $8.21 Million
Q4 2024

Feb 07, 2025
BUY
$29.0 - $31.6 $981,331 - $1.07 Million
33,839 Added 16.15%
243,345 $7.11 Million
Q3 2024

Nov 13, 2024
BUY
$28.69 - $32.06 $1.21 Million - $1.35 Million
42,026 Added 25.09%
209,506 $6.66 Million
Q2 2024

Aug 01, 2024
BUY
$28.93 - $30.91 $278,856 - $297,941
9,639 Added 6.11%
167,480 $4.97 Million
Q1 2024

May 09, 2024
BUY
$27.74 - $30.27 $699,158 - $762,925
25,204 Added 19.0%
157,841 $4.77 Million
Q4 2023

Feb 29, 2024
SELL
$24.88 - $28.69 $427,314 - $492,750
-17,175 Reduced 11.46%
132,637 $3.8 Million
Q4 2023

Feb 08, 2024
BUY
$24.88 - $28.69 $629,737 - $726,172
25,311 Added 20.33%
149,812 $4.29 Million
Q3 2023

Nov 09, 2023
BUY
$26.0 - $28.17 $390,962 - $423,592
15,037 Added 13.74%
124,501 $3.25 Million
Q2 2023

Aug 07, 2023
BUY
$26.46 - $28.05 $208,981 - $221,538
7,898 Added 7.78%
109,464 $2.99 Million
Q1 2023

May 09, 2023
BUY
$25.21 - $27.45 $193,511 - $210,706
7,676 Added 8.18%
101,566 $2.74 Million
Q4 2022

Feb 03, 2023
BUY
$21.47 - $25.85 $206,090 - $248,134
9,599 Added 11.39%
93,890 $2.35 Million
Q3 2022

Nov 04, 2022
BUY
$21.44 - $25.78 $161,829 - $194,587
7,548 Added 9.84%
84,291 $1.82 Million
Q2 2022

Aug 03, 2022
BUY
$23.87 - $28.49 $123,861 - $147,834
5,189 Added 7.25%
76,743 $1.85 Million
Q1 2022

May 06, 2022
BUY
$25.94 - $30.08 $234,393 - $271,802
9,036 Added 14.45%
71,554 $2.01 Million
Q4 2021

Feb 10, 2022
BUY
$28.27 - $30.4 $518,924 - $558,022
18,356 Added 41.57%
62,518 $1.85 Million
Q3 2021

Nov 04, 2021
BUY
$28.39 - $30.41 $250,257 - $268,064
8,815 Added 24.94%
44,162 $1.28 Million
Q2 2021

Jul 30, 2021
BUY
$28.24 - $30.33 $362,855 - $389,710
12,849 Added 57.11%
35,347 $1.03 Million
Q1 2021

May 05, 2021
BUY
$26.33 - $28.4 $335,970 - $362,384
12,760 Added 131.03%
22,498 $627,000
Q4 2020

Feb 05, 2021
BUY
$25.01 - $26.71 $243,547 - $260,101
9,738 New
9,738 $258,000

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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