Gradient Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Gradient Capital Advisors, LLC

$299 Million
Q1 2025

A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 139,304 shares of DFAT stock, worth $7.32 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

139,304

Previous 135,626 2.71%

Holding current value

$7.32 Million

Previous $7.55 Million 4.98%

% of portfolio

2.4%

Previous 2.48%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$50.44 - $58.1 $185,518 - $213,691	3,678 Added 2.71%	139,304 $7.17 Million
Q4 2024 Jan 29, 2025	SELL	$54.54 - $61.04 $22,306 - $24,965	-409 Reduced 0.3%	135,626 $7.55 Million
Q3 2024 Oct 16, 2024	SELL	$51.0 - $57.07 $39,066 - $43,715	-766 Reduced 0.56%	136,035 $7.57 Million
Q2 2024 Jul 19, 2024	SELL	$50.18 - $54.47 $128,410 - $139,388	-2,559 Reduced 1.84%	136,801 $7.1 Million
Q1 2024 Apr 17, 2024	SELL	$49.45 - $54.43 $170,553 - $187,729	-3,449 Reduced 2.42%	139,360 $7.59 Million
Q4 2023 Jan 31, 2024	BUY	$42.71 - $53.09 $129,752 - $161,287	3,038 Added 2.17%	142,809 $7.47 Million
Q3 2023 Oct 24, 2023	SELL	$45.07 - $49.71 $75,447 - $83,214	-1,674 Reduced 1.18%	139,771 $6.39 Million
Q2 2023 Jul 18, 2023	SELL	$41.44 - $46.39 $85,905 - $96,166	-2,073 Reduced 1.44%	141,445 $6.56 Million
Q1 2023 Apr 17, 2023	SELL	$42.38 - $49.75 $76,665 - $89,997	-1,809 Reduced 1.24%	143,518 $6.39 Million
Q4 2022 Feb 03, 2023	SELL	$40.24 - $46.91 $23,459 - $27,348	-583 Reduced 0.4%	145,327 $6.39 Million
Q3 2022 Nov 04, 2022	BUY	$38.84 - $46.6 $1.32 Million - $1.58 Million	33,930 Added 30.3%	145,910 $5.69 Million
Q2 2022 Jul 18, 2022	BUY	$39.72 - $47.15 $527,004 - $625,586	13,268 Added 13.44%	111,980 $4.5 Million
Q1 2022 Apr 29, 2022	BUY	$44.35 - $48.64 $18,937 - $20,769	427 Added 0.43%	98,712 $4.6 Million
Q4 2021 Jan 31, 2022	BUY	$44.48 - $49.36 $72,813 - $80,802	1,637 Added 1.69%	98,285 $4.67 Million
Q3 2021 Nov 02, 2021	BUY	$41.66 - $45.84 $72,571 - $79,853	1,742 Added 1.84%	96,648 $4.29 Million
Q2 2021 Aug 02, 2021	BUY	$43.52 - $46.03 $4.13 Million - $4.37 Million	94,906 New	94,906 $4.25 Million

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Gradient Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History