Gradient Capital Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Gradient Capital Advisors, LLC
- $296 Million
- Q3 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 22,463 shares of DFAC stock, worth $816,530. This represents 0.26% of its overall portfolio holdings.
Number of Shares
22,463
Previous 20,634
8.86%
Holding current value
$816,530
Previous $665,000
15.79%
% of portfolio
0.26%
Previous 0.24%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio