Tortoise Investment Management, LLC Dimensional ETF Tr U S Small C Transaction History
Tortoise Investment Management, LLC
- $895 Million
- Q4 2024
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 29,252 shares of DFAS stock, worth $1.95 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
29,252
Previous 29,095
0.54%
Holding current value
$1.95 Million
Previous $1.89 Million
0.85%
% of portfolio
0.21%
Previous 0.21%
Shares
15 transactions
Others Institutions Holding DFAS
# of Institutions
742Shares Held
113MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$748 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$467 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio