Tortoise Investment Management, LLC Dimensional ETF Tr Short Durat Transaction History
Tortoise Investment Management, LLC
- $849 Million
- Q2 2024
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 220,238 shares of DFSD stock, worth $10.4 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
220,238
Previous 155,450
41.68%
Holding current value
$10.4 Million
Previous $7.31 Million
41.56%
% of portfolio
1.22%
Previous 0.92%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
257Shares Held
44.4MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$103 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.4 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.1 Million16.69% of portfolio