Tortoise Investment Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Tortoise Investment Management, LLC
- $905 Million
- Q3 2024
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 3,160 shares of DFCF stock, worth $130,286. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,160
Previous 4,600
31.3%
Holding current value
$130,286
Previous $191,000
28.8%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.8 Million12.12% of portfolio