Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tortoise Investment Management, LLC
- $905 Million
- Q3 2024
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 86,295 shares of DIHP stock, worth $2.17 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
86,295
Previous 81,315
6.12%
Holding current value
$2.17 Million
Previous $2.14 Million
11.68%
% of portfolio
0.26%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
207Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$565 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$558 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$214 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio