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 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
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio