Tortoise Investment Management, LLC
Position in DFCA — Dimensional California Municipal Bond ETF
CIK 1599511
WHITE PLAINS, NY
All Filings in DFCA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFCA | $328,511 | 6,590 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 DFCA | $330,027 | 6,590 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 DFCA | $388,236 | 7,792 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 DFCA | $334,069 | 6,779 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 DFCA | $336,238 | 6,779 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 DFCA | $194,143 | 3,879 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 DFCA | $358,814 | 7,080 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 DFCA | $305,588 | 6,102 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 DFCA | $565,505 | 11,217 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 DFCA | $499,129 | 9,837 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 DFCA | $325,836 | 6,664 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||