Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tortoise Investment Management, LLC

$901 Million
Q1 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 197,029 shares of DFSV stock, worth $5.64 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

197,029

Previous 168,822 16.71%

Holding current value

$5.64 Million

Previous $5.2 Million 6.74%

% of portfolio

0.62%

Previous 0.58%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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 Feb 07, 2025	BUY	$30.18 - $33.87 $198,946 - $223,271	6,592 Added 4.06%	168,822 $5.2 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 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 May 09, 2024	BUY	$27.45 - $30.1 $21,740 - $23,839	792 Added 1.85%	43,705 $1.32 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 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

438

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History