Tortoise Investment Management, LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1599511
WHITE PLAINS, NY
All Filings in DFLV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFLV | $671,597 | 18,807 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 DFLV | $403,917 | 11,807 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 DFLV | $388,450 | 11,807 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 DFLV | $366,253 | 11,807 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 DFLV | $471,909 | 15,437 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 DFLV | $353,963 | 11,787 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 DFLV | $363,157 | 11,787 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 DFLV | $290,169 | 10,037 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 DFLV | $301,009 | 10,037 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 DFLV | $271,500 | 10,037 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 DFLV | $249,017 | 10,037 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 DFLV | $254,939 | 10,037 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 DFLV | $196,552 | 8,000 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||