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 114,905 shares of DFAX stock, worth $2.9 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
114,905
Previous 110,637 3.86%
Holding current value
$2.9 Million
Previous $2.81 Million 10.35%
% of portfolio
1.05%
Previous 1.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$24.29 - $27.25 $103,669 - $116,303
4,268 Added 3.86%
114,905 $3.1 Million
Q2 2024

Jul 19, 2024

BUY
$24.57 - $26.36 $89,262 - $95,765
3,633 Added 3.4%
110,637 $2.81 Million
Q1 2024

Apr 17, 2024

BUY
$23.42 - $25.45 $282,304 - $306,774
12,054 Added 12.7%
107,004 $2.72 Million
Q4 2023

Jan 31, 2024

BUY
$21.44 - $24.42 $64,598 - $73,577
3,013 Added 3.28%
94,950 $2.32 Million
Q3 2023

Oct 24, 2023

SELL
$22.41 - $24.35 $15,709 - $17,069
-701 Reduced 0.76%
91,937 $2.07 Million
Q2 2023

Jul 18, 2023

BUY
$22.56 - $24.03 $103,911 - $110,682
4,606 Added 5.23%
92,638 $2.16 Million
Q1 2023

Apr 17, 2023

BUY
$21.74 - $23.72 $146,984 - $160,370
6,761 Added 8.32%
88,032 $2.03 Million
Q4 2022

Feb 03, 2023

BUY
$18.81 - $22.36 $217,518 - $258,571
11,564 Added 16.59%
81,271 $1.76 Million
Q3 2022

Nov 04, 2022

BUY
$18.89 - $22.64 $302,428 - $362,466
16,010 Added 29.82%
69,707 $1.32 Million
Q2 2022

Jul 18, 2022

BUY
$21.22 - $25.37 $74,397 - $88,947
3,506 Added 6.99%
53,697 $1.15 Million
Q1 2022

Apr 29, 2022

BUY
$23.26 - $26.72 $43,682 - $50,180
1,878 Added 3.89%
50,191 $1.25 Million
Q4 2021

Jan 31, 2022

BUY
$25.17 - $26.82 $93,229 - $99,341
3,704 Added 8.3%
48,313 $1.26 Million
Q3 2021

Nov 02, 2021

BUY
$25.83 - $27.21 $1.15 Million - $1.21 Million
44,609 New
44,609 $1.15 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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