Tortoise Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tortoise Investment Management, LLC
- $905 Million
- Q3 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 96,403 shares of DUHP stock, worth $3.38 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
96,403
Previous 93,951
2.61%
Holding current value
$3.38 Million
Previous $3.01 Million
9.28%
% of portfolio
0.36%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
343Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio