Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tortoise Investment Management, LLC
- $798 Million
- Q1 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 89,069 shares of DUHP stock, worth $2.87 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
89,069
Previous 85,282
4.44%
Holding current value
$2.87 Million
Previous $2.44 Million
15.42%
% of portfolio
0.35%
Previous 0.34%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$847 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$826 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$261 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$228 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio