Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tortoise Investment Management, LLC

$901 Million
Q1 2025

A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 12,427 shares of DFAR stock, worth $290,418. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,427

Previous 12,007 3.5%

Holding current value

$290,418

Previous $279,000 5.73%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$22.35 - $24.52 $9,387 - $10,298	420 Added 3.5%	12,427 $295,000
Q4 2024 Feb 07, 2025	SELL	$22.72 - $25.76 $42,259 - $47,913	-1,860 Reduced 13.41%	12,007 $279,000
Q3 2024 Nov 13, 2024	BUY	$21.91 - $26.03 $41,081 - $48,806	1,875 Added 15.64%	13,867 $355,000
Q2 2024 Aug 01, 2024	BUY	$20.41 - $22.23 $14,531 - $15,827	712 Added 6.31%	11,992 $265,000
Q1 2024 May 09, 2024	SELL	$21.28 - $22.96 $936 - $1,010	-44 Reduced 0.39%	11,280 $252,000
Q4 2023 Feb 29, 2024	SELL	$18.45 - $23.08 $5,904 - $7,385	-320 Reduced 2.75%	11,324 $257,000
Q4 2023 Feb 08, 2024	BUY	$18.45 - $23.08 $36,715 - $45,929	1,990 Added 20.61%	11,644 $264,000
Q3 2023 Nov 09, 2023	BUY	$19.26 - $22.35 $4,429 - $5,140	230 Added 2.44%	9,654 $188,000
Q2 2023 Aug 07, 2023	BUY	$20.22 - $21.63 $190,553 - $203,841	9,424 New	9,424 $202,000

Others Institutions Holding DFAR

# of Institutions

262

Shares Held

43.2M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History