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Dimensional Etf Trust shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 43k 29.12
2023-09-30 $888k 35k 25.34
2023-06-30 $868k 34k 25.70
2023-03-31 $496k 20k 24.93
2022-12-31 $519k 21k 24.77
2022-09-30 $323k 15k 21.82

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Mbs Etf (MBB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Tortoise Investment Management

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp
JMG Financial Group
EP Wealth Advisors
Savant Capital Management
Comprehensive Portfolio Management
CI Private Wealth
Modera Wealth Management
DiNuzzo Private Wealth
Cable Hill Partners
Pathstone Holdings
Stordahl Capital Management
Commonwealth Equity Services
Jackson Thornton Asset Management
Truepoint
Alpha Financial Advisors

View all funds holding Dimensional Etf Trust