Tortoise Investment Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Tortoise Investment Management, LLC
- $798 Million
- Q1 2024
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 2,148 shares of DFUV stock, worth $84,180. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,148
Previous 1,608
33.58%
Holding current value
$84,180
Previous $59,000
47.46%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio