Tortoise Investment Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 1,550 shares of DFAT stock, worth $88,272. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,550
Previous 2,451
36.76%
Holding current value
$88,272
Previous $126,000
34.13%
% of portfolio
0.01%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding DFAT
# of Institutions
801Shares Held
173MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$803 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$282 Million4.76% of portfolio