Tortoise Investment Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Tortoise Investment Management, LLC
- $895 Million
- Q4 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 3,294 shares of DFCF stock, worth $138,216. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,294
Previous 3,160
4.24%
Holding current value
$138,216
Previous $136,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio