Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tortoise Investment Management, LLC

  • $849 Million
  • Q2 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 20,696 shares of DISV stock, worth $586,938. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,696
Previous 20,696 -0.0%
Holding current value
$586,938
Previous $562,000 1.07%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$24.73 - $27.24 $9,718 - $10,705
393 Added 1.94%
20,696 $562,000
Q4 2023

Feb 08, 2024
SELL
$22.43 - $25.87 $6,392 - $7,372
-285 Reduced 1.38%
20,303 $523,000
Q1 2023

May 09, 2023
SELL
$22.4 - $24.75 $50,400 - $55,687
-2,250 Reduced 9.85%
20,588 $489,000
Q4 2022

Feb 03, 2023
BUY
$18.45 - $22.54 $85,478 - $104,427
4,633 Added 25.45%
22,838 $507,000
Q3 2022

Nov 04, 2022
BUY
$18.36 - $22.57 $334,243 - $410,886
18,205 New
18,205 $338,000

Others Institutions Holding DISV

# of Institutions
264
Shares Held
56.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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