Tortoise Investment Management, LLC Dimensional ETF Tr U S Small C Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025

A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 79,503 shares of DFAS stock, worth $5.49 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
79,503
Previous 43,247 83.83%
Holding current value
$5.49 Million
Previous $2.58 Million 96.01%
% of portfolio
0.52%
Previous 0.29%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$52.31 - $63.72 $1.9 Million - $2.31 Million
36,256 Added 83.83%
79,503 $5.07 Million
Q1 2025

May 14, 2025
BUY
$58.81 - $68.2 $823,045 - $954,459
13,995 Added 47.84%
43,247 $2.58 Million
Q4 2024

Aug 07, 2025
BUY
$63.58 - $71.15 $9,982 - $11,170
157 Added 0.54%
29,252 $1.9 Million
Q4 2024

Feb 07, 2025
BUY
$63.58 - $71.15 $9,982 - $11,170
157 Added 0.54%
29,252 $1.9 Million
Q3 2024

Aug 07, 2025
BUY
$59.25 - $65.33 $40,882 - $45,077
690 Added 2.43%
29,095 $1.89 Million
Q3 2024

Nov 13, 2024
BUY
$59.25 - $65.33 $40,882 - $45,077
690 Added 2.43%
29,095 $1.89 Million
Q2 2024

Aug 07, 2025
SELL
$57.42 - $62.37 $42,605 - $46,278
-742 Reduced 2.55%
28,405 $1.71 Million
Q2 2024

Aug 01, 2024
SELL
$57.42 - $62.37 $42,605 - $46,278
-742 Reduced 2.55%
28,405 $1.71 Million
Q1 2024

Aug 07, 2025
BUY
$56.66 - $62.34 $401,549 - $441,803
7,087 Added 32.13%
29,147 $1.82 Million
Q1 2024

May 09, 2024
BUY
$56.66 - $62.34 $401,549 - $441,803
7,087 Added 32.13%
29,147 $1.82 Million
Q4 2023

Aug 07, 2025
SELL
$48.83 - $60.51 $1.03 Million - $1.28 Million
-21,187 Reduced 48.99%
22,060 $1.32 Million
Q4 2023

Feb 29, 2024
SELL
$48.83 - $60.51 $224,276 - $277,922
-4,593 Reduced 17.23%
22,060 $1.32 Million
Q4 2023

Feb 08, 2024
BUY
$48.83 - $60.51 $396,108 - $490,857
8,112 Added 43.75%
26,653 $1.59 Million
Q3 2023

Aug 07, 2025
SELL
$51.84 - $57.67 $1.28 Million - $1.42 Million
-24,706 Reduced 57.13%
18,541 $973,000
Q3 2023

Nov 09, 2023
BUY
$51.84 - $57.67 $55,728 - $61,995
1,075 Added 6.15%
18,541 $973,000
Q2 2023

Aug 07, 2023
BUY
$49.85 - $54.8 $29,162 - $32,058
585 Added 3.47%
17,466 $957,000
Q1 2023

May 09, 2023
BUY
$50.35 - $57.8 $56,039 - $64,331
1,113 Added 7.06%
16,881 $889,000
Q4 2022

Feb 03, 2023
BUY
$47.77 - $54.73 $7,882 - $9,030
165 Added 1.06%
15,768 $806,000
Q3 2022

Nov 04, 2022
BUY
$46.47 - $55.84 $56,786 - $68,236
1,222 Added 8.5%
15,603 $726,000
Q2 2022

Aug 03, 2022
BUY
$46.65 - $56.4 $490,338 - $592,820
10,511 Added 271.6%
14,381 $690,000
Q1 2022

May 06, 2022
SELL
$53.45 - $60.82 $14,431 - $16,421
-270 Reduced 6.52%
3,870 $217,000
Q3 2021

Nov 04, 2021
BUY
$54.69 - $59.43 $62,893 - $68,344
1,150 Added 38.46%
4,140 $238,000
Q2 2021

Jul 30, 2021
BUY
$56.37 - $58.95 $168,546 - $176,260
2,990 New
2,990 $175,000

Others Institutions Holding DFAS

# of Institutions
844
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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