Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tortoise Investment Management, LLC

  • $798 Million
  • Q1 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 6,297 shares of DFIS stock, worth $158,432. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,297
Previous 4,797 31.27%
Holding current value
$158,432
Previous $115,000 36.52%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$19.82 - $22.14 $13,517 - $15,099
682 Added 21.27%
3,889 $83,000
Q3 2022

Nov 04, 2022
BUY
$18.82 - $22.66 $60,355 - $72,670
3,207 New
3,207 $59,000

Others Institutions Holding DFIS

# of Institutions
171
Shares Held
48.3M
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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