Tortoise Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Tortoise Investment Management’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.63M	Buy	105,284 +8,033	+8%	+$635K	0.64%	49
2026 Q1	$6.9M	Buy	97,251 +6,440	+7%	+$477K	0.57%	52
2025 Q4	$6.74M	Buy	90,811 +210	+0.2%	+$15.4K	0.59%	51
2025 Q3	$6.56M	Sell	90,601 -2,595	-3%	-$181K	0.58%	52
2025 Q2	$6.25M	Buy	93,196 +16,520	+22%	+$1.02M	0.6%	55
2025 Q1	$4.64M	Buy	76,676 +5,555	+8%	+$355K	0.48%	57
2024 Q4	$4.53M	Sell	71,121 -5,100	-7%	-$327K	0.48%	59
2024 Q3	$4.74M	Buy	76,221 +8,985	+13%	+$538K	0.5%	56
2024 Q2	$3.96M	Buy	67,236 +9,720	+17%	+$553K	0.45%	57
2024 Q1	$3.28M	Buy	57,516 +1,000	+2%	+$54.1K	0.4%	65
2023 Q4	$2.93M	Hold	56,516	–	–	0.4%	66
2023 Q3	$2.63M	Buy	56,516 +4,930	+10%	+$238K	0.39%	64
2023 Q2	$2.48M	Sell	51,586 -2,845	-5%	-$129K	0.37%	66
2023 Q1	$2.42M	Buy	54,431 +14,700	+37%	+$638K	0.39%	67
2022 Q4	$1.65M	Buy	39,731 +18,715	+89%	+$782K	0.29%	78
2022 Q3	$816K	Buy	21,016 +5,330	+34%	+$229K	0.16%	102
2022 Q2	$639K	Hold	15,686	–	–	0.13%	109
2022 Q1	$769K	Hold	15,686	–	–	0.14%	100
2021 Q4	$811K	Buy	15,686 +9,510	+154%	+$478K	0.15%	89
2021 Q3	$291K	Hold	6,176	–	–	0.06%	133
2021 Q2	$291K	Buy	+6,176	New	+$288K	0.06%	132

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Tortoise Investment Management's DFUS Position: Q2 2026 in Review

Tortoise Investment Management increased its Dimensional US Equity ETF (DFUS) stake by 8.3% in Q2 2026, buying an estimated $635K and bringing the position to 105,284 shares worth $8.63M. The position accounts for 0.64% of the portfolio, ranked #49.

Tortoise Investment Management first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Tortoise Investment Management held 105,284 shares of Dimensional US Equity ETF worth $8.63M as of Q2 2026.
Tortoise Investment Management bought 8,033 Dimensional US Equity ETF shares in Q2 2026, an estimated $635K.
Dimensional US Equity ETF made up 0.64% of Tortoise Investment Management's portfolio in Q2 2026, its #49 holding.
Tortoise Investment Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.