Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tortoise Investment Management, LLC

$895 Million
Q4 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 13,037 shares of DFIS stock, worth $335,442. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,037

Previous 6,577 98.22%

Holding current value

$335,442

Previous $176,000 81.82%

% of portfolio

0.04%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$24.25 - $26.7 $156,655 - $172,482	6,460 Added 98.22%	13,037 $320,000
Q3 2024 Nov 13, 2024	SELL	$24.06 - $26.97 $57,744 - $64,728	-2,400 Reduced 26.73%	6,577 $176,000
Q2 2024 Aug 01, 2024	BUY	$24.08 - $25.86 $64,534 - $69,304	2,680 Added 42.56%	8,977 $221,000
Q1 2024 May 09, 2024	BUY	$23.13 - $25.1 $34,695 - $37,650	1,500 Added 31.27%	6,297 $157,000
Q4 2023 Feb 08, 2024	BUY	$20.55 - $24.23 $13,460 - $15,870	655 Added 15.81%	4,797 $115,000
Q3 2023 Nov 09, 2023	BUY	$21.81 - $23.89 $5,517 - $6,044	253 Added 6.51%	4,142 $90,000
Q4 2022 Feb 03, 2023	BUY	$18.29 - $22.14 $12,473 - $15,099	682 Added 21.27%	3,889 $83,000
Q3 2022 Nov 04, 2022	BUY	$18.33 - $22.66 $58,784 - $72,670	3,207 New	3,207 $59,000

Others Institutions Holding DFIS

# of Institutions

235

Shares Held

81.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History