Gradient Capital Advisors, LLC Dimensional ETF Tr Transaction History

Gradient Capital Advisors, LLC

$329 Million
Q2 2025

A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 71,743 shares of DFAE stock, worth $2.14 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

71,743

Previous 72,965 1.67%

Holding current value

$2.14 Million

Previous $1.89 Million 9.9%

% of portfolio

0.63%

Previous 0.63%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$22.87 - $28.95 $27,947 - $35,376	-1,222 Reduced 1.67%	71,743 $2.08 Million
Q1 2025 May 02, 2025	BUY	$24.64 - $26.86 $111,249 - $121,272	4,515 Added 6.6%	72,965 $1.89 Million
Q4 2024 Jan 29, 2025	BUY	$25.36 - $28.15 $79,909 - $88,700	3,151 Added 4.83%	68,450 $1.74 Million
Q3 2024 Oct 16, 2024	BUY	$24.46 - $27.82 $2,739 - $3,115	112 Added 0.17%	65,299 $1.79 Million
Q2 2024 Jul 19, 2024	BUY	$24.03 - $26.3 $17,878 - $19,567	744 Added 1.15%	65,187 $1.69 Million
Q1 2024 Apr 17, 2024	SELL	$22.74 - $24.88 $16,668 - $18,237	-733 Reduced 1.12%	64,443 $1.59 Million
Q4 2023 Jan 31, 2024	BUY	$21.63 - $24.11 $17,823 - $19,866	824 Added 1.28%	65,176 $1.57 Million
Q3 2023 Oct 24, 2023	BUY	$22.43 - $24.83 $11,910 - $13,184	531 Added 0.83%	64,352 $1.45 Million
Q2 2023 Jul 18, 2023	SELL	$22.38 - $24.3 $7,094 - $7,703	-317 Reduced 0.49%	63,821 $1.5 Million
Q1 2023 Apr 17, 2023	SELL	$21.78 - $24.36 $92,826 - $103,822	-4,262 Reduced 6.23%	64,138 $1.48 Million
Q4 2022 Feb 03, 2023	SELL	$19.67 - $22.73 $68,569 - $79,236	-3,486 Reduced 4.85%	68,400 $1.5 Million
Q3 2022 Nov 04, 2022	BUY	$20.09 - $23.68 $12,415 - $14,634	618 Added 0.87%	71,886 $1.44 Million
Q2 2022 Jul 18, 2022	BUY	$22.9 - $27.06 $144,521 - $170,775	6,311 Added 9.72%	71,268 $1.65 Million
Q1 2022 Apr 29, 2022	SELL	$24.29 - $28.31 $517,862 - $603,569	-21,320 Reduced 24.71%	64,957 $1.7 Million
Q4 2021 Jan 31, 2022	BUY	$26.45 - $28.31 $281,877 - $301,699	10,657 Added 14.09%	86,277 $2.36 Million
Q3 2021 Nov 02, 2021	BUY	$26.95 - $29.48 $493,023 - $539,307	18,294 Added 31.91%	75,620 $2.06 Million
Q2 2021 Aug 02, 2021	BUY	$27.87 - $30.1 $466,014 - $503,302	16,721 Added 41.18%	57,326 $1.7 Million
Q1 2021 Apr 21, 2021	BUY	$27.13 - $29.82 $1.1 Million - $1.21 Million	40,605 New	40,605 $1.14 Million

Others Institutions Holding DFAE

# of Institutions

583

Shares Held

166M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Gradient Capital Advisors, LLC Dimensional ETF Tr Transaction History