Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tortoise Investment Management, LLC

$901 Million
Q1 2025

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 103,084 shares of DUHP stock, worth $3.73 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

103,084

Previous 99,081 4.04%

Holding current value

$3.73 Million

Previous $3.35 Million 2.06%

% of portfolio

0.38%

Previous 0.37%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$32.57 - $35.82 $130,377 - $143,387	4,003 Added 4.04%	103,084 $3.42 Million
Q4 2024 Feb 07, 2025	BUY	$33.62 - $35.69 $90,034 - $95,577	2,678 Added 2.78%	99,081 $3.35 Million
Q3 2024 Nov 13, 2024	BUY	$30.74 - $34.07 $75,374 - $83,539	2,452 Added 2.61%	96,403 $3.28 Million
Q2 2024 Aug 01, 2024	BUY	$29.72 - $32.4 $145,093 - $158,176	4,882 Added 5.48%	93,951 $3.01 Million
Q1 2024 May 09, 2024	BUY	$28.16 - $31.61 $106,641 - $119,707	3,787 Added 4.44%	89,069 $2.82 Million
Q4 2023 Feb 29, 2024	SELL	$24.79 - $28.64 $2,107 - $2,434	-85 Reduced 0.1%	85,282 $2.44 Million
Q4 2023 Feb 08, 2024	BUY	$24.79 - $28.64 $77,146 - $89,127	3,112 Added 3.78%	85,367 $2.44 Million
Q3 2023 Nov 09, 2023	BUY	$25.64 - $27.32 $104,867 - $111,738	4,090 Added 5.23%	82,255 $2.11 Million
Q2 2023 Aug 07, 2023	BUY	$24.51 - $26.54 $170,099 - $184,187	6,940 Added 9.74%	78,165 $2.07 Million
Q1 2023 May 09, 2023	SELL	$23.91 - $25.61 $22,594 - $24,201	-945 Reduced 1.31%	71,225 $1.79 Million
Q4 2022 Feb 03, 2023	BUY	$21.59 - $25.35 $914,984 - $1.07 Million	42,380 Added 142.26%	72,170 $1.73 Million
Q3 2022 Nov 04, 2022	BUY	$21.34 - $25.56 $635,718 - $761,432	29,790 New	29,790 $636,000

Others Institutions Holding DUHP

# of Institutions

438

Shares Held

235M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History