Tortoise Investment Management, LLC Dimensional ETF Tr U S Equity Transaction History
Tortoise Investment Management, LLC
- $798 Million
- Q1 2024
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 57,516 shares of DFUS stock, worth $3.43 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
57,516
Previous 56,516
1.77%
Holding current value
$3.43 Million
Previous $2.93 Million
11.88%
% of portfolio
0.41%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$457 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$358 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$305 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$251 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$226 Million0.61% of portfolio