Gradient Capital Advisors, LLC Dimensional ETF Tr Transaction History
Gradient Capital Advisors, LLC
- $358 Million
- Q3 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 15,771 shares of DFAI stock, worth $575,641. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,771
Previous 15,883
0.71%
Holding current value
$575,641
Previous $549,000
4.37%
% of portfolio
0.16%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
696Shares Held
258MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$241 Million25.8% of portfolio