Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tortoise Investment Management, LLC

$1.04 Billion
Q3 2025

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 124,426 shares of DUHP stock, worth $4.69 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

124,426

Previous 108,363 14.82%

Holding current value

$4.69 Million

Previous $3.85 Million 21.96%

% of portfolio

0.45%

Previous 0.39%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$35.76 - $37.93 $574,412 - $609,269	16,063 Added 14.82%	124,426 $4.7 Million
Q2 2025 Aug 08, 2025	BUY	$29.36 - $35.56 $154,991 - $187,721	5,279 Added 5.12%	108,363 $3.85 Million
Q1 2025 May 14, 2025	BUY	$32.57 - $35.82 $130,377 - $143,387	4,003 Added 4.04%	103,084 $3.42 Million
Q4 2024 Aug 07, 2025	BUY	$33.62 - $35.69 $90,034 - $95,577	2,678 Added 2.78%	99,081 $3.35 Million
Q4 2024 Feb 07, 2025	BUY	$33.62 - $35.69 $90,034 - $95,577	2,678 Added 2.78%	99,081 $3.35 Million

Q3 2024 Aug 07, 2025	BUY	$30.74 - $34.07 $75,374 - $83,539	2,452 Added 2.61%	96,403 $3.28 Million
Q3 2024 Nov 13, 2024	BUY	$30.74 - $34.07 $75,374 - $83,539	2,452 Added 2.61%	96,403 $3.28 Million
Q2 2024 Aug 07, 2025	BUY	$29.72 - $32.4 $145,093 - $158,176	4,882 Added 5.48%	93,951 $3.01 Million
Q2 2024 Aug 01, 2024	BUY	$29.72 - $32.4 $145,093 - $158,176	4,882 Added 5.48%	93,951 $3.01 Million
Q1 2024 Aug 07, 2025	BUY	$28.16 - $31.61 $106,641 - $119,707	3,787 Added 4.44%	89,069 $2.82 Million
Q1 2024 May 09, 2024	BUY	$28.16 - $31.61 $106,641 - $119,707	3,787 Added 4.44%	89,069 $2.82 Million
Q4 2023 Aug 07, 2025	SELL	$24.79 - $28.64 $441,311 - $509,849	-17,802 Reduced 17.27%	85,282 $2.44 Million
Q4 2023 Feb 29, 2024	SELL	$24.79 - $28.64 $2,107 - $2,434	-85 Reduced 0.1%	85,282 $2.44 Million
Q4 2023 Feb 08, 2024	BUY	$24.79 - $28.64 $77,146 - $89,127	3,112 Added 3.78%	85,367 $2.44 Million
Q3 2023 Aug 07, 2025	SELL	$25.64 - $27.32 $534,055 - $569,048	-20,829 Reduced 20.21%	82,255 $2.11 Million
Q3 2023 Nov 09, 2023	BUY	$25.64 - $27.32 $104,867 - $111,738	4,090 Added 5.23%	82,255 $2.11 Million
Q2 2023 Aug 07, 2023	BUY	$24.51 - $26.54 $170,099 - $184,187	6,940 Added 9.74%	78,165 $2.07 Million
Q1 2023 May 09, 2023	SELL	$23.91 - $25.61 $22,594 - $24,201	-945 Reduced 1.31%	71,225 $1.79 Million
Q4 2022 Feb 03, 2023	BUY	$21.59 - $25.35 $914,984 - $1.07 Million	42,380 Added 142.26%	72,170 $1.73 Million
Q3 2022 Nov 04, 2022	BUY	$21.34 - $25.56 $635,718 - $761,432	29,790 New	29,790 $636,000

Others Institutions Holding DUHP

# of Institutions

487

Shares Held

223M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Account

Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History