Tortoise Investment Management, LLC Dimensional ETF Tr Inflation P Transaction History
Tortoise Investment Management, LLC
- $895 Million
- Q4 2024
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 18,643 shares of DFIP stock, worth $776,294. This represents 0.08% of its overall portfolio holdings.
Number of Shares
18,643
Previous 3,890
379.25%
Holding current value
$776,294
Previous $164,000
359.76%
% of portfolio
0.08%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding DFIP
# of Institutions
133Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$146 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.8 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.2 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.4 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.8 Million3.46% of portfolio