Tortoise Investment Management, LLC Dimensional ETF Tr Short Durat Transaction History

Tortoise Investment Management, LLC

  • $798 Million
  • Q1 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 155,450 shares of DFSD stock, worth $7.32 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
155,450
Previous 118,156 31.56%
Holding current value
$7.32 Million
Previous $5.55 Million 31.65%
% of portfolio
0.92%
Previous 0.77%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$46.78 - $47.19 $1.74 Million - $1.76 Million
37,294 Added 31.56%
155,450 $7.31 Million
Q4 2023

Feb 29, 2024
SELL
$46.16 - $47.09 $95,320 - $97,240
-2,065 Reduced 1.72%
118,156 $5.55 Million
Q4 2023

Feb 08, 2024
SELL
$46.16 - $47.09 $11,447 - $11,678
-248 Reduced 0.21%
120,221 $5.65 Million
Q3 2023

Nov 09, 2023
BUY
$46.24 - $46.65 $1.39 Million - $1.4 Million
30,077 Added 33.27%
120,469 $5.59 Million
Q2 2023

Aug 07, 2023
BUY
$46.28 - $46.83 $322,108 - $325,936
6,960 Added 8.34%
90,392 $4.19 Million
Q1 2023

May 09, 2023
SELL
$46.1 - $46.75 $318,781 - $323,276
-6,915 Reduced 7.65%
83,432 $3.89 Million
Q4 2022

Feb 03, 2023
SELL
$45.49 - $46.47 $488,107 - $498,623
-10,730 Reduced 10.62%
90,347 $4.16 Million
Q3 2022

Nov 04, 2022
SELL
$45.88 - $47.51 $723,206 - $748,900
-15,763 Reduced 13.49%
101,077 $4.65 Million
Q2 2022

Aug 03, 2022
BUY
$46.22 - $47.82 $700,464 - $724,712
15,155 Added 14.9%
116,840 $5.48 Million
Q1 2022

May 06, 2022
BUY
$47.69 - $49.94 $4.85 Million - $5.08 Million
101,685 New
101,685 $4.87 Million

Others Institutions Holding DFSD

# of Institutions
224
Shares Held
34.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Tortoise Investment Management, LLC Portfolio

Follow Tortoise Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email