Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Gradient Capital Advisors, LLC
- $358 Million
- Q3 2025
A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 203,008 shares of DFAR stock, worth $4.76 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
203,008
Previous 197,705
2.68%
Holding current value
$4.76 Million
Previous $4.64 Million
4.38%
% of portfolio
1.35%
Previous 1.41%
Shares
15 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio