Tortoise Investment Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Tortoise Investment Management, LLC
- $895 Million
- Q4 2024
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 3,294 shares of DFCF stock, worth $136,305. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,294
Previous 3,160
4.24%
Holding current value
$136,305
Previous $136,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio