Tortoise Investment Management, LLC Dimensional ETF Tr Inflation P Transaction History
Tortoise Investment Management, LLC
- $981 Million
- Q2 2025
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 26,908 shares of DFIP stock, worth $1.14 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
26,908
Previous 20,888
28.82%
Holding current value
$1.14 Million
Previous $879,000
27.99%
% of portfolio
0.11%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
16.3MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.6 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.7 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.7 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.4 Million4.64% of portfolio