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 99,081 shares of DUHP stock, worth $3.44 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
99,081
Previous 96,403
2.78%
Holding current value
$3.44 Million
Previous $3.28 Million
1.92%
% of portfolio
0.37%
Previous 0.36%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio