Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 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 34,309 shares of DFIS stock, worth $1.1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
34,309
Previous 16,944 102.48%
Holding current value
$1.1 Million
Previous $437,000 134.1%
% of portfolio
0.1%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$23.2 - $29.84 $402,868 - $518,171
17,365 Added 102.48%
34,309 $1.02 Million
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

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

Aug 07, 2025
SELL
$24.06 - $26.97 $57,744 - $64,728
-2,400 Reduced 26.73%
6,577 $176,000
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 07, 2025
BUY
$24.08 - $25.86 $64,534 - $69,304
2,680 Added 42.56%
8,977 $221,000
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

Aug 07, 2025
BUY
$23.13 - $25.1 $34,695 - $37,650
1,500 Added 31.27%
6,297 $157,000
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

Aug 07, 2025
SELL
$20.55 - $24.23 $249,620 - $294,321
-12,147 Reduced 71.69%
4,797 $115,000
Q4 2023

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

Aug 07, 2025
SELL
$21.81 - $23.89 $279,211 - $305,839
-12,802 Reduced 75.55%
4,142 $90,000
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
275
Shares Held
85.4M
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
Track This Portfolio

Track Tortoise Investment Management, LLC Portfolio

Follow Tortoise Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email