Tortoise Investment Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Tortoise Investment Management, LLC
- $895 Million
- Q4 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 $91,569. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,148
Previous 2,148
-0.0%
Holding current value
$91,569
Previous $89,000
2.25%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio