Tortoise Investment Management, LLC Dimensional ETF Tr Transaction History
Tortoise Investment Management, LLC
- $905 Million
- Q3 2024
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 32,708 shares of DFAX stock, worth $810,504. This represents 0.1% of its overall portfolio holdings.
Number of Shares
32,708
Previous 32,708
-0.0%
Holding current value
$810,504
Previous $831,000
6.26%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$278 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio