Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tortoise Investment Management, LLC
- $895 Million
- Q4 2024
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 13,037 shares of DFIS stock, worth $333,747. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,037
Previous 6,577
98.22%
Holding current value
$333,747
Previous $176,000
81.82%
% of portfolio
0.04%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$454 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$318 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$273 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$97.8 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$66.7 Million3.04% of portfolio