Tortoise Investment Management, LLC DIMENSIONAL ETF TRUST Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025
Number of Shares
11,807
Previous 15,437 23.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-3,630 Reduced 23.51%
11,807 $0
Q1 2025

May 14, 2025
BUY
N/A
3,650 Added 30.97%
15,437 $0
Q3 2024

Aug 07, 2025
BUY
N/A
1,750 Added 17.44%
11,787 $0
Q3 2024

Nov 13, 2024
BUY
N/A
1,750 Added 17.44%
11,787 $0
Q4 2023

Aug 07, 2025
SELL
N/A
-5,400 Reduced 34.98%
10,037 $0
Q3 2023

Aug 07, 2025
SELL
N/A
-5,400 Reduced 34.98%
10,037 $0
Q2 2023

Aug 07, 2023
BUY
N/A
2,037 Added 25.46%
10,037 $0
Q1 2023

May 09, 2023
BUY
N/A
8,000 New
8,000 $0
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