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 22,962 shares of DFIC stock, worth $754,072. This represents 0.22% of its overall portfolio holdings.
Number of Shares
22,962
Previous 22,962
-0.0%
Holding current value
$754,072
Previous $637,000
11.93%
% of portfolio
0.22%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio