Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Gradient Capital Advisors, LLC
- $329 Million
- Q2 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 197,705 shares of DFAR stock, worth $4.71 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
197,705
Previous 190,767
3.64%
Holding current value
$4.71 Million
Previous $4.53 Million
2.29%
% of portfolio
1.41%
Previous 1.52%
Shares
14 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.6 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.4 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$51 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.4 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio