Tortoise Investment Management, LLC Dimensional ETF Tr Transaction History

Tortoise Investment Management, LLC

$981 Million
Q2 2025

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 31,938 shares of DFAX stock, worth $1.01 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

31,938

Previous 31,938 -0.0%

Holding current value

$1.01 Million

Previous $836,000 12.2%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$24.45 - $27.2 $18,826 - $20,944	-770 Reduced 2.35%	31,938 $836,000
Q4 2023 Aug 07, 2025	BUY	$21.44 - $24.42 $16,508 - $18,803	770 Added 2.41%	32,708 $798,000
Q4 2023 Feb 08, 2024	SELL	$21.44 - $24.42 $200,249 - $228,082	-9,340 Reduced 22.21%	32,708 $798,000
Q3 2023 Aug 07, 2025	BUY	$22.41 - $24.35 $226,565 - $246,178	10,110 Added 31.66%	42,048 $946,000
Q2 2023 Aug 07, 2023	SELL	$22.56 - $24.03 $9,588 - $10,212	-425 Reduced 1.0%	42,048 $980,000
Q1 2023 May 09, 2023	SELL	$21.74 - $23.72 $28,805 - $31,429	-1,325 Reduced 3.03%	42,473 $979,000
Q3 2021 Nov 04, 2021	BUY	$25.83 - $27.21 $1.13 Million - $1.19 Million	43,798 New	43,798 $1.13 Million

Others Institutions Holding DFAX

# of Institutions

663

Shares Held

255M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Tortoise Investment Management, LLC Dimensional ETF Tr Transaction History