Tortoise Investment Management, LLC Dimensional ETF Tr U S Equity Transaction History

Tortoise Investment Management, LLC

  • $905 Million
  • Q3 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 76,221 shares of DFUS stock, worth $4.93 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
76,221
Previous 67,236 13.36%
Holding current value
$4.93 Million
Previous $3.96 Million 19.82%
% of portfolio
0.52%
Previous 0.47%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$56.04 - $62.2 $503,519 - $558,867
8,985 Added 13.36%
76,221 $4.74 Million
Q2 2024

Aug 01, 2024
BUY
$53.83 - $59.14 $523,227 - $574,840
9,720 Added 16.9%
67,236 $3.96 Million
Q1 2024

May 09, 2024
BUY
$50.79 - $56.98 $50,790 - $56,980
1,000 Added 1.77%
57,516 $3.28 Million
Q4 2023

Feb 29, 2024
SELL
$44.51 - $52.0 $44,510 - $52,000
-1,000 Reduced 1.74%
56,516 $2.93 Million
Q4 2023

Feb 08, 2024
BUY
$44.51 - $52.0 $44,510 - $52,000
1,000 Added 1.77%
57,516 $2.98 Million
Q3 2023

Nov 09, 2023
BUY
$46.29 - $49.87 $228,209 - $245,859
4,930 Added 9.56%
56,516 $2.63 Million
Q2 2023

Aug 07, 2023
SELL
$43.77 - $48.16 $124,525 - $137,015
-2,845 Reduced 5.23%
51,586 $2.48 Million
Q1 2023

May 09, 2023
BUY
$41.24 - $45.43 $606,228 - $667,821
14,700 Added 37.0%
54,431 $2.42 Million
Q4 2022

Feb 03, 2023
BUY
$38.86 - $44.32 $727,264 - $829,448
18,715 Added 89.05%
39,731 $1.65 Million
Q3 2022

Nov 04, 2022
BUY
$38.82 - $46.57 $206,910 - $248,218
5,330 Added 33.98%
21,016 $816,000
Q4 2021

Feb 10, 2022
BUY
$47.05 - $51.98 $447,445 - $494,329
9,510 Added 153.98%
15,686 $811,000
Q2 2021

Jul 30, 2021
BUY
$45.75 - $47.12 $282,552 - $291,013
6,176 New
6,176 $291,000

Others Institutions Holding DFUS

# of Institutions
643
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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