Tortoise Investment Management, LLC Dimensional ETF Tr U S Target Transaction History
Tortoise Investment Management, LLC
- $849 Million
- Q2 2024
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 3,636 shares of DFAT stock, worth $199,325. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,636
Previous 3,473
4.69%
Holding current value
$199,325
Previous $189,000
0.53%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$781 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$473 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$412 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$266 Million2.47% of portfolio