Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tortoise Investment Management, LLC

  • $901 Million
  • Q1 2025

A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 16,944 shares of DFIS stock, worth $483,242. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,944
Previous 13,037 29.97%
Holding current value
$483,242
Previous $320,000 36.56%
% of portfolio
0.05%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$23.92 - $26.89 $93,455 - $105,059
3,907 Added 29.97%
16,944 $437,000
Q4 2024

Feb 07, 2025
BUY
$24.25 - $26.7 $156,655 - $172,482
6,460 Added 98.22%
13,037 $320,000
Q3 2024

Nov 13, 2024
SELL
$24.06 - $26.97 $57,744 - $64,728
-2,400 Reduced 26.73%
6,577 $176,000
Q2 2024

Aug 01, 2024
BUY
$24.08 - $25.86 $64,534 - $69,304
2,680 Added 42.56%
8,977 $221,000
Q1 2024

May 09, 2024
BUY
$23.13 - $25.1 $34,695 - $37,650
1,500 Added 31.27%
6,297 $157,000
Q4 2023

Feb 08, 2024
BUY
$20.55 - $24.23 $13,460 - $15,870
655 Added 15.81%
4,797 $115,000
Q3 2023

Nov 09, 2023
BUY
$21.81 - $23.89 $5,517 - $6,044
253 Added 6.51%
4,142 $90,000
Q4 2022

Feb 03, 2023
BUY
$18.29 - $22.14 $12,473 - $15,099
682 Added 21.27%
3,889 $83,000
Q3 2022

Nov 04, 2022
BUY
$18.33 - $22.66 $58,784 - $72,670
3,207 New
3,207 $59,000

Others Institutions Holding DFIS

# of Institutions
253
Shares Held
93.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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