Tortoise Investment Management, LLC Dimensional ETF Tr Transaction History

Tortoise Investment Management, LLC

  • $1.04 Billion
  • Q3 2025

A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 179,502 shares of DFIV stock, worth $8.6 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
179,502
Previous 178,157 0.75%
Holding current value
$8.6 Million
Previous $7.63 Million 8.49%
% of portfolio
0.8%
Previous 0.78%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$42.66 - $46.53 $57,377 - $62,582
1,345 Added 0.75%
179,502 $8.28 Million
Q2 2025

Aug 08, 2025
BUY
$34.67 - $43.21 $144,053 - $179,537
4,155 Added 2.39%
178,157 $7.63 Million
Q1 2025

May 14, 2025
BUY
$35.33 - $40.77 $391,597 - $451,894
11,084 Added 6.8%
174,002 $6.85 Million
Q4 2024

Aug 07, 2025
BUY
$34.86 - $37.97 $1.12 Million - $1.22 Million
32,155 Added 24.59%
162,918 $5.78 Million
Q4 2024

Feb 07, 2025
BUY
$34.86 - $37.97 $1.12 Million - $1.22 Million
32,155 Added 24.59%
162,918 $5.78 Million
Q3 2024

Aug 07, 2025
BUY
$34.66 - $38.38 $1.6 Million - $1.77 Million
46,077 Added 54.41%
130,763 $4.98 Million
Q3 2024

Nov 13, 2024
BUY
$34.66 - $38.38 $1.6 Million - $1.77 Million
46,077 Added 54.41%
130,763 $4.98 Million
Q2 2024

Aug 07, 2025
BUY
$35.5 - $38.02 $797,720 - $854,347
22,471 Added 36.12%
84,686 $3.04 Million
Q2 2024

Aug 01, 2024
BUY
$35.5 - $38.02 $797,720 - $854,347
22,471 Added 36.12%
84,686 $3.04 Million
Q1 2024

Aug 07, 2025
BUY
$33.15 - $36.75 $555,395 - $615,709
16,754 Added 36.85%
62,215 $2.29 Million
Q1 2024

May 09, 2024
BUY
$33.15 - $36.75 $555,395 - $615,709
16,754 Added 36.85%
62,215 $2.29 Million
Q4 2023

Aug 07, 2025
SELL
$30.86 - $34.46 $3.97 Million - $4.43 Million
-128,541 Reduced 73.87%
45,461 $1.56 Million
Q4 2023

Feb 29, 2024
SELL
$30.86 - $34.46 $129,673 - $144,800
-4,202 Reduced 8.46%
45,461 $1.56 Million
Q4 2023

Feb 08, 2024
BUY
$30.86 - $34.46 $325,542 - $363,518
10,549 Added 26.97%
49,663 $1.71 Million
Q3 2023

Aug 07, 2025
SELL
$32.1 - $34.42 $4.33 Million - $4.64 Million
-134,888 Reduced 77.52%
39,114 $1.28 Million
Q3 2023

Nov 09, 2023
BUY
$32.1 - $34.42 $15,247 - $16,349
475 Added 1.23%
39,114 $1.28 Million
Q2 2023

Aug 07, 2023
SELL
$31.45 - $33.77 $21,480 - $23,064
-683 Reduced 1.74%
38,639 $1.27 Million
Q1 2023

May 09, 2023
BUY
$30.43 - $33.38 $9,250 - $10,147
304 Added 0.78%
39,322 $1.27 Million
Q4 2022

Feb 03, 2023
BUY
$25.88 - $31.1 $19,591 - $23,542
757 Added 1.98%
39,018 $1.19 Million
Q3 2022

Nov 04, 2022
SELL
$25.71 - $30.57 $109,755 - $130,503
-4,269 Reduced 10.04%
38,261 $986,000
Q2 2022

Aug 03, 2022
BUY
$28.66 - $33.84 $821,395 - $969,854
28,660 Added 206.63%
42,530 $1.23 Million
Q1 2022

May 06, 2022
BUY
$30.75 - $35.49 $426,502 - $492,246
13,870 New
13,870 $464,000

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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