Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tortoise Investment Management, LLC
- $905 Million
- Q3 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 6,577 shares of DFIS stock, worth $160,347. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,577
Previous 8,977
26.73%
Holding current value
$160,347
Previous $221,000
20.36%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$540 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$301 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$248 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$97.9 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$63.5 Million3.04% of portfolio