Gradient Capital Advisors, LLC Dimensional ETF Tr Transaction History

Gradient Capital Advisors, LLC

  • $296 Million
  • Q3 2024

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 16,092 shares of DFAI stock, worth $493,702. This represents 0.17% of its overall portfolio holdings.

Number of Shares
16,092
Previous 16,092 -0.0%
Holding current value
$493,702
Previous $477,000 7.13%
% of portfolio
0.17%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 03, 2023
SELL
$21.47 - $25.85 $236,985 - $285,332
-11,038 Reduced 40.69%
16,092 $402,000
Q3 2022

Nov 04, 2022
SELL
$21.44 - $25.78 $112,860 - $135,705
-5,264 Reduced 16.25%
27,130 $585,000
Q2 2022

Jul 18, 2022
BUY
$23.87 - $28.49 $120,949 - $144,358
5,067 Added 18.54%
32,394 $782,000
Q1 2022

Apr 29, 2022
BUY
$25.94 - $30.08 $708,862 - $821,996
27,327 New
27,327 $769,000

Others Institutions Holding DFAI

# of Institutions
529
Shares Held
167M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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