Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025

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 261,530 shares of DFSV stock, worth $8.46 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
261,530
Previous 197,029 32.74%
Holding current value
$8.46 Million
Previous $5.55 Million 38.77%
% of portfolio
0.78%
Previous 0.62%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$24.21 - $29.47 $1.56 Million - $1.9 Million
64,501 Added 32.74%
261,530 $7.7 Million
Q1 2025

May 14, 2025
BUY
$27.56 - $32.1 $777,384 - $905,444
28,207 Added 16.71%
197,029 $5.55 Million
Q4 2024

Aug 07, 2025
BUY
$30.18 - $33.87 $198,946 - $223,271
6,592 Added 4.06%
168,822 $5.2 Million
Q4 2024

Feb 07, 2025
BUY
$30.18 - $33.87 $198,946 - $223,271
6,592 Added 4.06%
168,822 $5.2 Million
Q3 2024

Aug 07, 2025
BUY
$28.25 - $31.7 $1.45 Million - $1.63 Million
51,474 Added 46.48%
162,230 $5 Million
Q3 2024

Nov 13, 2024
BUY
$28.25 - $31.7 $1.45 Million - $1.63 Million
51,474 Added 46.48%
162,230 $5 Million
Q2 2024

Aug 07, 2025
BUY
$27.81 - $30.13 $1.86 Million - $2.02 Million
67,051 Added 153.42%
110,756 $3.19 Million
Q2 2024

Aug 01, 2024
BUY
$27.81 - $30.13 $1.86 Million - $2.02 Million
67,051 Added 153.42%
110,756 $3.19 Million
Q1 2024

Aug 07, 2025
BUY
$27.45 - $30.1 $21,740 - $23,839
792 Added 1.85%
43,705 $1.32 Million
Q1 2024

May 09, 2024
BUY
$27.45 - $30.1 $21,740 - $23,839
792 Added 1.85%
43,705 $1.32 Million
Q4 2023

Aug 07, 2025
SELL
$23.61 - $29.53 $3.64 Million - $4.55 Million
-154,116 Reduced 78.22%
42,913 $1.25 Million
Q4 2023

Feb 29, 2024
SELL
$23.61 - $29.53 $12,348 - $15,444
-523 Reduced 1.2%
42,913 $1.25 Million
Q4 2023

Feb 08, 2024
BUY
$23.61 - $29.53 $197,922 - $247,549
8,383 Added 23.92%
43,436 $1.26 Million
Q3 2023

Aug 07, 2025
SELL
$24.97 - $27.69 $4.04 Million - $4.49 Million
-161,976 Reduced 82.21%
35,053 $888,000
Q3 2023

Nov 09, 2023
BUY
$24.97 - $27.69 $32,161 - $35,664
1,288 Added 3.81%
35,053 $888,000
Q2 2023

Aug 07, 2023
BUY
$23.17 - $25.7 $321,228 - $356,304
13,864 Added 69.66%
33,765 $867,000
Q1 2023

May 09, 2023
SELL
$23.74 - $28.31 $25,045 - $29,867
-1,055 Reduced 5.03%
19,901 $496,000
Q4 2022

Feb 03, 2023
BUY
$22.47 - $26.46 $138,280 - $162,834
6,154 Added 41.58%
20,956 $519,000
Q3 2022

Nov 04, 2022
BUY
$21.77 - $26.17 $322,239 - $387,368
14,802 New
14,802 $323,000

Others Institutions Holding DFSV

# of Institutions
477
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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